Mike is located in Bend, OR. His approach to business includes taking the time to better understand an individual, their situation, and financial goals. He is driven to give every individual the best experience possible, providing strategies and education that are tailored to help the individual reach their goals.
A team of talented financial professionals, working together to leverage our broad spectrum of skill sets to provide a comprehensive suite of financial services. Our home office is in downtown Wenatchee, WA, serving the Pacific Northwest.
Joel Frank
Managing Partner
Joel Frank is the founder and President of Equilus Group Inc.
He is driven by his passion to make a difference in each client's life. He empowers people to achieve their financial goals by delivering proven solutions backed with over 30 years of experience. Joel specializes in the areas of business capitalization, financial management, real estate capital formation, and estate planning. He is an investment advisor representative of Equilus Group Inc. He co-owns and serves as the managing member of several real estate investments and management projects.
He comes from an agricultural background in Northeast Oregon where he was a respected business and financial consultant serving three governors on the Governor's Advisory Council, primarily in the areas of economic and business development. Joel has attended and graduated courses and studies from Cal Poly Ag Technical in Agronomics, Wharton Business in economics and Harvard University courses through NYLIC University in business and finance. Joel has an MBA and a Master's in Financial Capital Management (MCM).
Joel is a licensed investment advisor representative.
General Information |
| Firm Start Year: | 2013 | |
| Insurance License#: | 9871966 |
| Name of Custodial Firm: | SEI Private Trust Co. |
| States Licensed in: | OR, WA |
| Number of Years with Current Firm: | 1 |
| Work Experience: | Work experience includes: MSFT Business and Finance Manager (~8yrs), Mortgage Originator/Broker (~8yrs), purchased/owned/sold multiple businesses & investment Real Estate, Financial Manager for Trustee/Fiduciary firm (2.5yrs). |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management |
Services |
| Investment Types: | Mortgages & Real Estate, Commodities, Insurance, Annuities, Stocks, Bonds, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Office, Phone, Our Office, Your Home, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Disability, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life |
Firm Information |
| Assets Managed by Firm: | $75,000,000 |
| Assets Managed by Advisor: | $9,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $100,000 |
| Compensation Methods: | Based on Assets |
| Minimum Fee Charged for Managed Accounts: | $1,000 |
| Minimum Fee Charged for Hourly Planning Accounts: | $3,000 |
Education |
| Bachelors of Science - Accounting | Western Governors University 01/01/2015-5/31/2017 |
Financial Services |
| Portfolio Management
Personalized investment management to best suit Client's risk profile, time horizon, liquidity needs, and account registration. |
| Retirement Planning
We can help with financial clarity for retirement whether your 20 years out or 20 years in. |
| 401K Rollovers
Assist with rollovers and reviewing 401(k) plan details that provide planning opportunities (e.g. mega back door Roths). |
| Wealth Management
Grow & protect investor wealth through personalized investment management and planning in the areas of: risk/insurance, real estate, tax, and estate/trust planning. |
| Risk Management
Help protect what you've grown by assessing all areas of risk and providing solutions. |
Disclosures |
| WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 5:00 PM |
| Tue. | 9:00 AM - 5:00 PM |
| Wed. | 9:00 AM - 5:00 PM |
| Thu. | 9:00 AM - 5:00 PM |
| Oregon, Washington |
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