Michael Frank (CRD# 1882883) is an Investment Advisor Representative working at Lpl Financial LLC in Delavan, WI and has over 34 years of experience in the finance industry. Michael Frank 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.
CRD# 4375964
Oneamerica Securities, Inc.
CRD# 5115121
Focus Financial Advisors
CRD# 6311988
Savant Wealth Management
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Delavan, WI | Jan 2023 - Current | 1 |
Frank Advisory Services | Delavan, WI | Nov 1994 - Current | 29 |
Cetera Financial Specialists, LLC | Schaumburg, IL | Sep 2017 - Jan 2023 | 5 |
Cetera Investment Advisers LLC | Schaumburg, IL | Sep 2017 - Jan 2023 | 5 |
Raymond James Financial Services, Inc. | St. Charles, IL | Jul 2014 - Sep 2017 | 3 |
Raymond James Financial Services Advisors Inc. | Saint Charles, IL | Jul 2014 - Sep 2017 | 3 |
Sage Private Wealth Group | Saint Charles, IL | Jul 2014 - Sep 2017 | 3 |
Frank Advisory Services, Inc. | Saint Charles, IL | Nov 1994 - Sep 2017 | 22 |
Michael Frank | Saint Charles, IL | Jul 2014 - May 2017 | 2 |
Lpl Financial LLC | St Charles, IL | May 1995 - Jul 2014 | 19 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1989 |
S65 | NASAA Investment Advisors Law Examination | Aug 1994 |
- TX
- WI
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Total Assets Under Management368,019MILLIONS
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Total Number of Accounts1,688,501ACCOUNTS
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Average Account Value$217,956
- A percentage of assets under your management
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