Frank Schoen (CRD# 3024903) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Rolling Meadows, IL and has over 25 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
Company Name | Location | Dates | Years |
---|---|---|---|
The Force Agency, Inc. | Meadows, IL | Jul 2021 - Current | 2 |
Rolling Meadows Chamber Of Commerce | Rolling Meadows, IL | Dec 2018 - Current | 5 |
Transamerica Financial Advisors, Inc. | East Dundee, IL | Jan 2012 - Current | 12 |
World Financial Group, Inc. | East Dundee, IL | Jun 2001 - Current | 22 |
Bettr LLC | Alpharetta, GA | Aug 2022 - Oct 2022 | < 1 |
West Suburban Companies | Oakbrook, IL | Oct 2007 - Aug 2022 | 14 |
The United Teams Of Chicago | South Barrington, IL | Oct 2009 - Jan 2021 | 11 |
Debtmerica | Santa Ana, CA | Feb 2014 - Oct 2015 | 1 |
The Utc Taxbusters | Rolling Meadows, IL | Feb 2013 - Oct 2015 | 2 |
The Health Exchange | Rolling Meadows, IL | Mar 2012 - Oct 2015 | 3 |
All Kids | Springfield, IL | Jan 2007 - Oct 2015 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1998 |
S65 | NASAA Investment Advisors Law Examination | Mar 2011 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IL
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Total Assets Under Management1,815MILLIONS
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Total Number of Accounts59,659ACCOUNTS
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Average Account Value$30,430
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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