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Nicholas Patrick Frankenstein

Conrad Siegel Investment Advisors

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About Nicholas Patrick Frankenstein

Nicholas Frankenstein is a financial advisor with Conrad Siegel Investment Advisors. Nicholas has been in the financial services industry for over 20 years. Nicholas holds the Series 6, 63 and 65 licenses. Nicholas holds the Certified Financial Planner and Chartered Financial Analyst designations. Nicholas specializes in providing financial planning, portfolio management for individuals and businesses, and 401(K) participant consulting and educational services. Nicholas is registered with the state of Pennsylvania.

Firm Information

Nicholas Frankenstein is currently registered with Conrad Siegel Investment Advisors. Conrad Siegel Investment Advisors, based in Harrisburg, Pennsylvania, is an investment advisory firm with over 20 investment adviser representatives. They offer a variety of services including financial planning, portfolio management for businesses and individuals, and 401(k) participant consulting and educational services. The firm manages over $9 billion in assets for clients including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
Conrad Siegel Investment Advisors

501 CORPORATE CIRCLE

HARRISBURG, PA 17110

$9.04B

Assets Under Management

Not reported

Total Clients

21

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 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.

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401(k) participant consulting and educational services

401(k) participant consulting and educational services

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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Nicholas Frankenstein’s Registration & Firm History

PA

02/21/2007 - Present

Conrad Siegel Investment Advisors (HARRISBURG PA)

PA

12/10/2004 - 04/11/2006

THRIVENT INVESTMENT MANAGEMENT INC. (SCHUYLKILL HAVEN PA)

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Licenses & Designations

IA

Issued 02/20/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/19/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/09/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Patrick Frankenstein.
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