Casey
Franken
Ifam Capital
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About this Advisor
Casey Franken is a certified financial planner working out of Sioux Falls, South Dakota who has 1 year of industry experience. Franken works at Ifam Capital. During their career, the advisor has held roles at Lpl Financial, Cwm, LLC, Cetera Advisor Networks, Willkate Wealth Management, LLC and Ifam Capital. Franken holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in South Dakota. Ifam Capital is a registered investment firm headquartered in Fort Collins, CO. The company has offices in two locations and a total of 13 advisors. It handles $2 billion in assets under management among its 2,586 accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advisory services to two charitable organizations. Of its 2,586 accounts, 20% are held by high-net-worth investors who have at least $1 million in assets available to invest. Ifam Capital 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 and other services. Fees for financial advisory services largely are based on which services the firm provides the client. Fees charged by Ifam Capital can include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ifam Capital Brokerage Details
$1,468,654,612
13
2,586
$567,925
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
- Other
Casey Franken Work History
Casey has been registered as a financial advisor for 1 years.*
Ifam Capital
Willkate Wealth Management, LLC
Cwm, LLC
Cetera Advisor Networks
Lpl Financial
*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 Casey Franken 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 Ifam Capital
Sioux Falls, SD
Fort Collins, CO
Fort Collins, CO
Sioux Falls, SD
Sioux Falls, SD
Sioux Falls, SD
Fort Collins, CO
Fort Collins, CO
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.
