Stephen Frank, financial advisor Powell OH
93 score

Stephen Frank

CRD Number: 1800138
Current Firm: Commonwealth Financial Network

Stephen Frank (CRD# 1800138) is an Investment Advisor Representative working at Commonwealth Financial Network in Powell, OH and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Jan 2008 - Current 8
Frank Wealth Management Group Powell, OH Jan 2008 - Current 8
Massachusetts Mutual Life Insurance Company Springfield, MA Jan 1999 - Jan 2008 9
Mml Investors Services, Inc. Dublin, OH Jan 1999 - Jan 2008 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1990
Contact Info for Stephen N. Frank
Phone Number: 781-736-0700
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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