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Frank Joseph Gambino

Isthmus Partners, LLC

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About Frank Joseph Gambino

Frank Gambino is an investment advisor representative associated with Isthmus Partners, LLC in Madison, WI. Frank has been in the industry since May 2000. Frank's prior experience includes a role at Robert W. Baird & Co. Incorporated, where he served as a representative in Madison, WI from May 2000 to June 2014. Frank holds a Series 7, Series 63 and Series 65 license. He is a CFA charterholder. Frank is a financial planner specializing in portfolio management for both individuals and businesses. Frank offers a range of services including financial planning, educational seminars, and portfolio management. Frank has a history of working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

Firm Information

Frank Gambino is currently registered with Isthmus Partners, LLC. Isthmus Partners, LLC is an investment advisor headquartered in Madison, WI. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and other investment advisers. They manage approximately $1.1 billion in assets. Isthmus Partners, LLC has a team of 9 investment advisor representatives and is registered with the SEC under the Investment Advisers Act of 1940.
Isthmus Partners, LLC

1 SOUTH PINCKNEY STREET

MADISON, WI 53703

$1.11B

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Frank Gambino’s Registration & Firm History

WI

01/21/2025 - Present

Isthmus Partners, LLC (MADISON WI)

WI

05/16/2000 - 06/05/2014

ROBERT W. BAIRD & CO. INCORPORATED (MADISON WI)

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Licenses & Designations

BC

Issued 06/05/2000

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/24/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/15/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Frank Joseph Gambino.
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