Michael Frank

1601 E. Main Street, Suite A
St. Charles, IL 60174

Independent Financial and Retirement Planning


About Frank Advisory Services

Frank Advisory Services Inc. has been providing clients with a one-stop solution for all of their financial needs for over fifteen years. We help our clients with strategies for accumulating and preserving their wealth with our in-depth understanding of how investment, tax and estate planning needs fit together. Our clients enjoy the benefit of being able to discuss all of their financial concerns with an experienced advisor who takes the time to get to know them. Our financial advice is always unbiased and independent.

At Frank Advisory Services Inc., we believe in measuring our success through client satisfaction, not numbers. Our business has grown by providing the highest level of service to our clients. Their many referrals are our greatest compliment.

Securities offered through LPL Financial, member FINRA/SIPC. (www.finra.org and www.sipc.org) Advisory and financial planning services offered through Frank Advisory Services, Inc., a Registered Investment Advisor.

The LPL Financial Registered Representative associated with this listing may only discuss and/or transact securities business with residents of the following states: IL, IN, WI, MI, GA.

30 Years of Experience



General Information
Firm Start Year:   1995
No.of Employees:   2-4
Name of Broker/Dealer:   LPL Financial Services
States Licensed in:   IL, WI, IN, TX, FL, GA
Number of Years with Current Firm:   16
I work with the following types of clients:   Individual Investors , Businesses


Services
Investment Types:   Exchange Traded Funds (ETFs) , Bonds , Insurance , Annuities , Stocks , Mutual Funds
I can meet clients in the following ways:   At your office , Via email , At my office , At your home , Via phone


Qualifications & Memberships
Insurance and Annuity Licenses:   Annuity , Variable Annuity , Long Term Care , Life , Health
Financial Organization Memberships:   Financial Planning Association (FPA) , American Institute of Certified Public Accountants (AICPA)
Non-Financial Organization Memberships:   The Greater St. Charles Area Chamber of Commerce, St. Charles Noon Rotary Club


Compliance
Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Based on Assets , Flat Fee



FAQs

  • What are your qualifications? What is your education background? Accounting Degree, B.S., Carthage College, 1978. Certified Public Accountant with the Personal Financial Specialist designation. Certified Financial Planner since 1988. Ongoing continuing education.
  • What services do you offer? Retirement planning, financial planning, estate planning and tax planning
  • How many clients do you currently manage? approximately 70
  • How are you compensated? How will I pay for your services? Plans are done on a fee basis, and tax returns are done on an hourly basis.
  • Have you ever been charged with any breaches? no
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Michael Frank

Michael Frank

CERTIFIED FINANCIAL PLANNER™ Certificant, CPA, PFS

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM