Frandsen Investment Services

Q: What is Frandsen Investment Services's company size?

Frandsen investment services has 11 - 50 people working.

Financial Services

Specialities :

Retirement planning

Tax planning

Life & disability insurance

Portfolio planning & risk management

Estate planning

Revenue

11M - 100M

Total Funding

Size

11 - 50

About Us

Frandsen Investment Services is a full-service wealth services firm striving to build financial balance with appropriate priorities and proper organization. With our clients, we do not lead with a financial plan built on unattainable assumptions and unrealistic risk. We provide financial recommendations to work toward ensuring greater financial independence and well-being for clients. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC), www.finra.org, www.sipc.org. Insurance products are offered through LPL or its licensed affiliates. Frandsen Bank & Trust and Frandsen Investment Services are not registered as a broker-dealer or investment advisor. Registered representative of LPL offer products and services using Frandsen Investment Services and may also be employees of Frandsen Bank & Trust. These products and services are being offered through LPL or its affiliates, which are separate of ...

Contact Information

Jordan , Minnesota , United States

susie.perterka@frandseninvestment.com

frandseninvestmentservices.com

Frandsen Investment Services Org Chart

Employees

Total Employees:
14

Top Contacts:
0

C-Level 0	VP - Level-
Director-	Manager-
Others13

Employees Working At Frandsen Investment Services

Josh Lartch

Wealth Advisor

Samuel DeHaven

Investment Consultant

Sara Smith

Wealth Advisor

Carter OReilly

Wealth Advisor

Ben Schrader

Financial Consultant

Frandsen Investment Services Email Formats

Structure	Email Format
<first>.<last>@	John.Smith@odyssey2020.com

Buyer Intent

Pain Points	Locations	Technologies
Support	Forest Lake, MN	financial, communication

Trigger

Tech Stack Used By Frandsen Investment Services

List of technologies used by Frandsen Investment Services

Communication

Financial

Jobs at Frandsen Investment Services

Hiring 2024-10-28 14:23:30

Administrative Assistant

Forest Lake, MN

Company Description Frandsen Investment Services is a full-service wealth services firm located i...

Frequently Asked Questions About Frandsen Investment Services

What does Frandsen investment services do?+

What are Frandsen investment services's specialties? +

Retirement planning,tax planning,life & disability insurance,portfolio planning & risk management,estate planning,transition strategies,and wealth planning