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FUNDRAISING NEWS | May 30, 2024

LPL Financial Welcomes Frank Financial Concepts

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Financial advisors Roger Frank and Michael Ward joined LPL Financial with Frank Financial Concepts. Previously with Berthel Fisher & Co, they manage approximately $200 million in assets.

Frank Financial Concepts, with offices in Lincoln, Neb., and Scottsdale, Ariz., is a holistic financial firm committed to helping clients achieve their financial goals. The firm emphasizes client education and encourages clients to share all aspects of their financial situation, including debt, income, investments, savings, and goals, to develop comprehensive financial plans. Frank, who started his career in 1996, founded the firm in 2003 after working for several investment firms. Ward began as an admin right out of college and worked his way up to owning his practice before joining forces with Frank in 2018. Together, they focus on providing clients with holistic financial guidance.

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Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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