Michael Frandsen
AXA Advisors, LLC

1 East Center Street
Suite 305
Provo, UT 84606

Retirement Planning Specialist

AXA Advisors, LLC | Financial Advisor in Provo ,UT

About AXA Advisors, LLC

To assist clients in achieving the peace of mind that comes from knowing that they are maximizing their opportunities in accumulating, protecting and distributing their wealth. This is achieved through a disciplined, systematic approach built on sound financial principles, coupled with caring and unbiased advice, developed over 20 years of practice.

20 Years of Experience


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General Information

Firm Start Year:   1989
Insurance License#:   67040
Name of Broker/Dealer:   AXA Advisors, LLC
States Licensed in:   UT, CA, GA (See disclaimer)
Number of Years with Current Firm:   20
I work with the following types of clients:   Individual Investors , Businesses , Non-Profit Organizations


Services

Investment Types:   Mutual Funds , Stocks , Bonds , Annuities , Insurance
I can meet clients in the following ways:   At my office


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity , Disability , Life , Long Term Care , Variable Life , Variable Annuity

Compliance

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 and Fees

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



Disclosures

Securities and investment advisory services offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Annuity and insurance products offered through AXA Network Insurance Agency of Utah, LLC and its affiliates. Michael is licensed to sell insurance in Utah; is registered to offer securities in Utah, California, and Georgia; and is registered to offer investment advisory services in Utah, California, and Georgia. Michael is a Retirement Planning Specialist based on his receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania.


Disclaimer

Securities and investment advisory services offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Annuity and insurance products offered through AXA Network Insurance Agency of Utah, LLC and its affiliates. Michael is licensed to sell insurance in Utah; is registered to offer securities in Utah, California, and Georgia; and is registered to offer investment advisory services in Utah, California, and Georgia. Michael is a Retirement Planning Specialist based on his receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania.

Michael Frandsen

Michael Frandsen

AXA Retirement Planning Specialist, LUTCF, CLUŽ, CERTIFIED FINANCIAL PLANNER™ Certificant

Communities Served

Utah

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 PM - 6:00 PM
wiseradvisor-balck-li-img Tue. 8:30 PM - 6:00 PM
wiseradvisor-balck-li-img Wed. 8:30 PM - 6:00 PM
wiseradvisor-balck-li-img Thu. 8:30 PM - 6:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 6:00 PM