Michael
Franklin
Tandem Financial, LLC
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About this Advisor
Michael Franklin is a financial advisor based in Englewood, Colorado who has 5 years of relevant experience. Franklin is currently employed by Tandem Financial, LLC. Franklin has gained experience at Lpl Financial, LLC, Dodds Wealth Management Group, Tandem Financial, LLC and Purshe Kaplan Sterling Investments. Franklin maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Colorado, Louisiana and Texas. Tandem Financial, LLC is a financial advisory firm based in Englewood, CO. It has $219 million in total assets among its 894 accounts, making it one of the mid-sized firms in the country by assets under management. The firm advises one charitable organizations. Of its 894 client accounts, 19% belong to high-net-worth clients who have more than $1 million in investable assets. The company provides a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management typically depend on the type of financial services provided. Fee types billed by Tandem Financial, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tandem Financial, LLC Brokerage Details
$218,703,065
6
894
$244,634
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Michael Franklin Work History
Michael has been registered as a financial advisor for 5 years.*
Tandem Financial, LLC
Purshe Kaplan Sterling Investments
Lpl Financial, LLC
Dodds Wealth Management Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Franklin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Tandem Financial, LLC
Englewood, CO
Englewood, CO
Englewood, CO
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