LPL Financial Welcomes Frank Financial Concepts

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.

To view the press release, click here.

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

Related Content

MedTech, Biopharma, and Clinical Software Lead October 2025 Healthcare Transactions
November 17, 2025

AI, Data Centers, and Cybersecurity | October 2025 Tech & Software Transactions
November 13, 2025

October Capital Flows Driven by $22B in Allocations and Infrastructure Mega-Raises
November 10, 2025

Betting, Analytics, and Institutional Capital Headline the November Edition of Dakota Sports Investing
November 06, 2025

Aerospace, Logistics, and Automation Drive September 2025 Industrial Transactions
October 21, 2025

The Database For Cold Outreach to Reach Institutional and RIA Investors

Book A Demo

LPL Financial Welcomes Frank Financial Concepts

Subscribe

Related Content

The Database For Cold Outreach to Reach Institutional and RIA Investors

Address

Products & Services

Resources

Podcasts

Events

Company