Brian Franke
CRD Number: 5345272
Current Firm: Integrated Capital Management
Compensation Model: Both
Brian Franke (CRD# 5345272) is an Investment Advisor Representative and has over 10 years of experience in the finance industry. Brian Franke 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Brian holds the position as Principal at Integrated Capital Management which is a Registered Investment Advisory (RIA) firm. He has extensive personal and professional experience in the realm of retirement planning for business owners, physicians, attorneys, corporate executives, and high net worth individuals.
His focus is to help individuals become goal-oriented in their thinking and to create plans that utilize financial strategies and portfolio investments to work towards achieving those goals. From strategic planning for accomplishing long-term goals, to succession planning and wealth transfer, he brings a breadth of knowledge to the table, which encourages creative thought and truly independent solutions.
Brian has many years of experience in finance, leadership, and wealth management, most recently as a Financial Planner at UBS Financial Services. Previously, Brian held several financial leadership positions in various departments within Ford Motor Company, where he developed the skills for budgeting, forecasting, and financial planning. While working at Ford, Brian was awarded for his performance and expertise with an overseas assignment in Japan and a Corporate Fellowship.
With clients in more than 17 states, with needs ranging from income tax planning to sophisticated estate planning and money management, Brian has developed an extensive network of attorneys, and accountants with whom he works with closely on implementing advanced planning strategies.
CRD# 4661126
Lpl Financial LLC
CRD# 2117710
Grand Capital Advisors, LLC
CRD# 7076674
Grand Capital Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Integrated Capital Management, LLC | Bloomfield Hills, MI | Nov 2016 - Current | 7 |
Purshe Kaplan Sterling Investments | Albany, NY | Nov 2016 - Current | 7 |
First Heartland Capital Inc. | Lake St. Louis, MO | Jun 2009 - Nov 2016 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2007 |
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Total Assets Under Management283MILLIONS
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Total Number of Accounts1,768ACCOUNTS
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Average Account Value$160,157
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, LA, MI, NC, NH, OH, TX
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