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Joel Richard Frank

Equilus Group Inc.

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About Joel Richard Frank

Joel Richard Frank is an investment advisor representative at Equilus Group Inc. He is registered with the state of Idaho, Illinois, Indiana, Oregon, and Washington. Joel has been in the industry for over 10 years, holding previous roles with various companies including Princor Financial Services Corporation, MML Investors Services, LLC, and NYLIFE Securities LLC. Joel specializes in providing financial planning and portfolio management for individuals and has over $3 million in assets under management. In addition to his role at Equilus Group Inc., Joel is also a co-managing member of Equilus Capital Partners LLC, a business that invests members' holdings into real estate.

Firm Information

Joel Frank is currently registered with Equilus Group Inc.. Equilus Group Inc. is an investment advisor registered with the SEC. The firm has 46 clients with $3,043,392 in regulatory assets under management. They provide financial planning and portfolio management services to individuals.

$3.04M

Assets Under Management

Not reported

Total Clients

4

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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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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percentage of assets

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

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Joel Frank’s Registration & Firm History

WA

04/10/2019 - Present

Equilus Group Inc. (WENATCHEE WA)

WA

07/15/2015 - 04/08/2016

PRINCOR FINANCIAL SERVICES CORPORATION (Wenatchee WA)

WA

06/04/2013 - 07/01/2015

MML INVESTORS SERVICES, LLC (WENATCHEE WA)

WA

03/07/2007 - 05/03/2013

NYLIFE SECURITIES LLC (WENATCHEE WA)

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Licenses & Designations

IA

Issued 04/17/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/12/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/08/2016

SIE - Securities Industry Essentials Examination

BC

Issued 03/06/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Joel Richard Frank. Review regulatory record here.
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