Unclaimed
Frank Lusebrink is an Investment Advisor Representative with &partners, a firm that provides financial planning, portfolio management, and other advisory services. Frank has been in the financial industry for over 10 years. Prior to joining &partners, Frank was associated with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and WELLS FARGO CLEARING SERVICES, LLC. Frank has a strong background in investments, specializing in portfolio management for individuals and businesses. Frank is registered in 40 states and is committed to providing his clients with personalized financial advice.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
MO
08/02/2024 - Present
&partners (Clayton MO)
MI
03/15/2019 - 08/14/2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (JACKSON MI)
MI
08/11/2014 - 03/15/2019
WELLS FARGO CLEARING SERVICES, LLC (JACKSON MI)
BOTH
Issued 08/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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