Charlie Frank
AIF®
Senior Vice President
Financial Advisor, LPL
105 West High St.
Jefferson City, MO 65101
I help my clients pursue their financial future.
I spend my day working with individuals, businesses, associations and endowments. I work with my clients to develop plans and investment strategies to fit their particular needs. My practice focuses on asset allocation and long-term planning.
I like to keep the financial planning process easy and confidential. First I will meet with you to gather data on your financial life; savings, investments, insurance, taxes, retirement, etc. After completing a review of your current financial condition, I will recommend a plan of action to help you pursue your goals. Once your plan has been implemented I will periodically invite you to meet and review performance, changing economic conditions and suggest adjustments to your plan to keep you on course toward financial independence.
A longtime resident of the California and Jefferson City area, I attended Helias High School before graduating with honors from Truman State University. My wife Bridget and I, are the proud parents of three sons, Samuel, Max and Alexander.
Other Office Location
329 South Oak
California, MO 65018
Achievements:
- Licenses - Series 7 & 66 - Held with LPL Financial
- Accredited Investment Fiduciary®
- Graduate of Truman State University
What you could have tomorrow
With our investment management, you'll receive:
Personalized Service & Advice
We'll oversee your plan, customized for you and designed to evolve as you life changes. If your goals shift, we're here to help.
Convenient, Intelligent Technology
You can always view your account's activity, track account performance, and update your individual plan, all in your personalized online portal. If you have any questions, our service team is available.
Advanced Investment Strategies
Through daily monitoring and advanced trading techniques, we work to reduce your taxes and improve your portfolio.
Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entitles. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC. All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Client-Focused Wealth Management
Central Investment Advisors focuses on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short- and long-term objectives. By building a lasting, personal relationship with you, we are able to help you anticipate needs and plan for the future.
Strategies for Your Wealth Management Needs
We help you create a personalized financial strategy based on your lifestyle goals. Using our discovery process, we work with you to build an appropriate plan that supports your objectives, and then monitor it to help you stay on track. Our services and strategies include:
- Retirement planning
- Business strategies
- Investment planning
- Small Business strategies
- Estate planning
- Insurance
- Education planning
- Risk management
- Tax strategies
- Gifting strategies
Neither LPL Financial, nor its registered representatives, offer tax or legal advice.