Steven FrankCRD Number: 6089059
Current Firm: Plancorp, LLC
Steven Frank (CRD# 6089059) is an Investment Advisor Representative working at Plancorp, LLC in Saint Louis, MO and has over 4 years of experience in the finance industry. Steven 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.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Plancorp, LLC||St. Louis, MO||Oct 2011 - Current||5|
|Paule, Camazine & Blumenthal, P.c.||St. Louis, MO||Jan 2010 - Oct 2011||1|
|Paule, Camazine & Blumenthal, P.c.||St. Louis, MO||Oct 2009 - Jan 2010||< 1|
|Goldstein & Pressman||St. Louis, MO||Sep 2009 - Oct 2009||< 1|
|Unemployed||St. Louis, MO||Aug 2009 - Sep 2009||< 1|
|Washington University Law School||St. Louis, MO||Aug 2007 - Jul 2009||1|
|United States District Court For The District Of Southern Il||East St. Louis, IL||Sep 2008 - Dec 2008||< 1|
|Plancorp, Inc.||St. Louis, MO||Jun 2008 - Aug 2008||< 1|
|Summers Compton Wells & Hamburg P.c.||St. Louis, MO||Jun 2007 - Sep 2007||< 1|
|University Of San Diego Law School||St. Louis, MO||Aug 2006 - Jun 2007||< 1|
|Unemployed||St. Louis, MO||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2012|
Total Assets Under Management3,026MILLIONS
Total Number of Accounts5,624ACCOUNTS
Average Account Value$538,072
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, CA, CO, FL, GA, IA, IL, IN, KY, LA, MA, MD, MN, MO, MS, NH, NM, NY, OH, SC, TN, TX, WA
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