Our Qualifications
We are a naturally diverse team with some team members holding CFP® designations as well as Private Investment Management certifications, fixed income expertise, studies in finance, engineering and holding several advanced degrees.
CFP® Designation
This designation is one of the most recognized in the financial services industry. As a CFP® professional, Steve Frank demonstrates extensive knowledge and skill in analyzing and developing personal, long-term financial strategies for our clients.
Private Investment Management®
The Private Investment Management program is a customized portfolio management program geared toward specific investment goals. PIM Portfolio Managers actively manage your portfolio on an ongoing, discretionary basis using his or her individual investment style.
Platinum Council Advisors
The Platinum Council Advisors distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
Education
Steve Frank, BA in Philosophy; Martin Wilhelmy, MBA and BS in Civil & Environmental Engineering; Ethan Clark, BS in Finance
The PIM program may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account for this program is $50,000.
The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
