Spencer Frank

Spencer Frank is an accomplished financial advisor with a wealth of experience in providing comprehensive financial guidance to successful individuals and families.

As a service-oriented consultant, Spencer follows a structured approach that involves getting to know his clients' goals, evaluating their current investments, devising wealth-building strategies, mitigating risks, and offering ongoing guidance through regular communications.

With a background at Stifel Financial Corp., Spencer leverages over 130 years of the company's history in financial services to offer a wide range of investment options including bonds, stocks, mutual funds, managed money, and alternative investments, with a strong emphasis on personalized service.

Specializing in retirement planning strategies, education planning, risk management, insurance, and cash flow analysis, Spencer is dedicated to helping clients pursue their financial dreams while allowing them to focus on other aspects of their lives.

Spencer Frank's education includes studying at the University of Wisconsin-Milwaukee, and he has held key positions such as Senior Vice President/Investments at Stifel Financial Corp. and First Vice President/Financial Advisor at Ziegler Wealth Management.