Michael Frandsen, financial advisor Provo UT
96 score

Michael Frandsen

CRD Number: 1972502
Current Firm: Cambridge Investment Research Advisors, Inc.

Michael Frandsen (CRD# 1972502) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Provo, UT and has over 27 years of experience in the finance industry. Michael Frandsen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Lowell Crabb, financial advisor Provo UT
Lowell C. Crabb
CRD# 5188240
Drive Wealth Management, LLC
Score
98
Similar Advisors
Korey Farr, financial advisor Provo UT
Korey Farr
CRD# 6022381
Navigate Private Wealth, LLC
Score
97
Similar Advisors
Richard Allen, financial advisor Provo UT
Richard R. Allen
CRD# 1139391
Woodbury Financial Services, Inc.
Score
96
Professional Designations
Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jan 2016 - Current < 1
Cambridge Investment Research, Inc. Fairfield, IA Jan 2016 - Current < 1
Axa Advisors, LLC New York, NY Sep 1999 - Jan 2016 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1989
S65 NASAA Investment Advisors Law Examination May 1999
Contact Info for Michael H. Frandsen
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Market timing services
  • 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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.