Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Wheeler is a financial advisor with First Command Advisory Services and has been in the industry since 2012. Frank has a Series 6, 63, and 65 license and is also a Certified Financial Planner and a Chartered Financial Consultant. Frank has over 40 hours per month dedicated to his other business Financial Insights, LLC. This business is investment-related and Frank is a member/manager. Frank has a proven track record of success in helping clients reach their financial goals. Frank is committed to providing his clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
12/15/2015 - Present
First Command Advisory Services (FORT WORTH TX)
IA
Issued 01/21/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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