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Kayla Joy Frantz

PPS & V Asset Management Consultants Inc.

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About Kayla Joy Frantz

Kayla Joy Frantz is a registered Investment Advisor Representative with PPS & V Asset Management Consultants Inc. in Portage, Michigan. Kayla has been with the firm since October 2004. Kayla is licensed to provide financial advice in Michigan. Kayla holds a Series 65 license and has passed the Uniform Investment Adviser Law Examination.

Firm Information

Kayla Frantz is currently registered with PPS & V Asset Management Consultants Inc.. PPS & V Asset Management Consultants Inc. is an investment advisor based in PORTAGE, MI. They manage approximately $228 million in assets for individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They offer portfolio management services for individuals.
PPS & V Asset Management Consultants Inc.

2750 OLD CENTRE AVE

PORTAGE, MI 49024

$228.03M

Assets Under Management

Not reported

Total Clients

3

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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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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Kayla Frantz’s Registration & Firm History

MI

10/24/2019 - Present

PPS & V Asset Management Consultants Inc. (PORTAGE MI)

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Licenses & Designations

IA

Issued 10/24/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kayla Joy Frantz.
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