Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Richard Volkers is a financial advisor who has been in the industry since 1987. Frank is a registered representative with Ameriprise Financial Services, LLC and is licensed to provide financial and investment advice in Indiana, Illinois and Florida. Frank is also a Registered Investment Advisor in Indiana. Previously, Frank worked at Investment Planners, Inc. and J.J.B. Hilliard, W.L. Lyons, Inc. Frank has experience with a wide range of financial products and services, including asset allocation, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Frank's client base is composed of individuals, high net worth individuals, corporations and charitable organizations.
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.
Asset allocation services
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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2
IN
11/26/2018 - Present
Ameriprise Financial Services, LLC (Terre Haute IN)
IN
12/02/1996 - 12/21/2018
INVESTMENT PLANNERS, INC. (TERRE HAUTE IN)
KY
07/22/1987 - 12/02/1996
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
IA
Issued 05/11/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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