Richard
Frank

Planmember Securities Corporation

CRD#1347857
Investment Advisor
in Fremont, OH

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About this Advisor

Richard Frank is a financial advisor working in Fremont, Ohio who has 3 years of industry experience. Frank works at Planmember Securities Corporation. During their career, Frank has held roles at Planmember Securities Corporation, 1St Responder Financial Advisors, Rick Frank Insurance, Fremont Elks Lodge #169, Nationwide Advisory Services, Inc and Nationwide Insurance Co'S. Frank can operate in Ohio. Planmember Securities Corporation is a firm that has its headquarters in Carpinteria, CA. The company has offices in 350 locations and a total of 459 advisors. It manages $8 billion in assets across its 67,968 accounts, making it one of the largest firms in the country by assets under management. The firm advises 14 charitable organizations. Of its 67,968 accounts, just 1% are held by high-net-worth individuals who have greater than $1 million in assets. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advisory services depend on which service is offered. However, fee types billed by Planmember Securities Corporation likely include any combination of asset-based, hourly, fixed and commission-based fees.

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

814 W. State Street
Fremont, OH 43420

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Planmember Securities Corporation Brokerage Details

Total Assets Under Management

$7,530,125,901

OH Average: $7,578,581,321
Total Number of Employees

459

OH Average: 43
Total Number of Accounts

67,968

OH Average: 3,727
Average Account Size

$110,789

OH Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Richard Frank Work History

Richard has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Planmember Securities Corporation

2020 - Present (4 years)

1St Responder Financial Advisors

2018 - Present (6 years)

Fremont Elks Lodge #169

1984 - Present (40 years)

Rick Frank Insurance

1985 - 2020 (35 years)

Nationwide Advisory Services, Inc

1984 - 2020 (36 years)

Nationwide Insurance Co'S

*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 Richard Frank 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 Planmember Securities Corporation

Jeffrey Lovegren
Carpinteria, CA
Kyle Smith
Carpinteria, CA
Maxwell Kilstofte
Los Angeles, CA
Darin Leong
Mililani, HI
Lauren Thomas
Horseshoe Bay, TX
Keeley Atterbury
Carlsbad, CA
Salleh Beitollahi
Agoura Hills, CA
Texanna Stallwitz
Carpinteria, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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