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Francis Investment Counsel Llc Headquarters

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Francis Investment Counsel- Providing Investment Advisory and …

    https://www.francisinvco.com/
    Financial wellness is about more than just a retirement plan. Through holistic financial education and personalized money advice, we help employees become better family finance managers. quarterly edition of the Investor’s Outlook. “Our team develops personal relationships with employees. Meeting one-on-one, we look at their complete ...

Contact Us - Francis Investment Counsel

    https://www.francisinvco.com/contact/
    Toll-Free:866-232-6457. Email: [email protected]. Corporate Office: 19435 West Capitol Drive, Brookfield, Wisconsin 53045. 262-781-8950. Minneapolis Office: 8530 Eagle Point Boulevard, Suite 100, Lake Elmo, Minnesota 55042. 612-638-6766. Get in touch with us.

About Us - Francis Investment Counsel

    https://www.francisinvco.com/about-us/
    Mike is a founder and the managing member of Francis Investment Counsel LLC. He has been advising qualified retirement plan clients since 1988. He holds a …

Our Team - Francis Investment Counsel

    https://www.francisinvco.com/our-team/
    In 2004, the Francis team formally severed ties with a national brokerage firm and established itself as a Registered Investment Advisor. We remain committed …

Francis Investment Counsel LLC Company Profile

    https://www.dnb.com/business-directory/company-profiles.francis_investment_counsel_llc.1e8741e6fd1052d701b9d428e6f8e5ab.html
    Overview. Doing Business As: Francis Investment Counsel LLC. Company Description: Francis Investment Counsel LLC is located in Brookfield, WI, United States and is part of the Other Financial Investment Activities Industry. Francis Investment Counsel LLC has 23 total employees across all of its locations and generates $5.00 million in sales (USD). (Employees and Sales …

Francis Investment Counsel Company Profile | Management and …

    https://www.datanyze.com/companies/francis-investment-counsel/353653456
    Headquarters. 19435 W Capitol Dr, Brookfield, Wisconsin, 53045, United States (262) 781-8950. Lake Elmo, Minnesota Office. ... The team at Francis Investment Counsel LLC has been providing investment advisory and employee education services to qualified retirement plans since 1988. We are proud to say we continue to serve our very first client ...

Francis Investment Counsel LLC | Wealthminder

    https://www.wealthminder.com/financial-advisors/advisory-firms/francis-investment-counsel-llc/4906
    Francis Investment Counsel LLC (CRD# 130687) is a financial advisory firm headquartered in Brookfield, WI. They manage $162,602,825 in 2 accounts and serve the financial needs of clients across 6 states (or territories).

Francis Investment Counsel LLC - smartadvisormatch.com

    https://smartadvisormatch.com/advisor-firm-network/minnesota/francis-investment-counsel-llc-130687
    Francis Investment Counsel LLC operates as an advisory company that has its headquarters in Brookfield, Wisconsin. The company has $170.3 million in total assets throughout two client accounts, making it a mid-tier investment advisory firm in the country by assets under management (AUM).

Francis Investment Counsel Review 2022 - investor.com

    https://investor.com/rias/francis-investment-counsel-130687
    Francis Investment Counsel is headquartered in Brookfield, WI and currently serves in 6 states: California, Illinois, Minnesota, Oklahoma, Virginia, Wisconsin. What is the average client balance at Francis Investment Counsel?

Francis Investment Counsel - Overview, News

    https://www.zoominfo.com/c/francis-investment-counsel-llc/353653456
    View Francis Investment Counsel (www.francisinvco.com) location in Wisconsin, United States , revenue, industry and description. ... The team at Francis Investment Counsel LLC has been providing investment advisory and employee education services to qualified retirement plans since 1988. ... Read More. Headquarters: 19435 W Capitol Dr ...

Francis Investment Counsel | LinkedIn

    https://www.linkedin.com/company/francis-investment-counsel
    Headquarters Brookfield, Wisconsin Type Privately Held Founded 1988 Specialties Investment Consulting, Employee Education, ERISA Compliance, Fiduciary Best Practices, 401 …

Francis Investment Counsel, LLC | Better Business Bureau® Profile

    https://www.bbb.org/us/wi/brookfield/profile/financial-planning-consultants/francis-investment-counsel-llc-0694-1000032196
    Francis Investment Counsel, LLC Financial Planning Consultants Contact Information 19435 West Capital Dr. Brookfield, WI 53045 https://www.francisinvco.com/ (262) 781-8950 …

Michael J Francis, Francis Investment Counsel LLC: Profile and ...

    https://www.bloomberg.com/profile/person/18621920
    Michael J Francis is Pres/Chief Invsmt Ofcr/Principal at Francis Investment Counsel LLC. See Michael J Francis's compensation, career history, education, & memberships.

IAPD - Investment Adviser Public Disclosure - Homepage

    https://adviserinfo.sec.gov/firm/summary/130687
    FRANCIS INVESTMENT COUNSEL LLC ( CRD # 130687/SEC#:801-62841 ) FRANCIS INVESTMENT COUNSEL LLC, FRANCIS INVESTMENT COUNSEL, LLC. View latest Form ADV filed Part 2 Brochures. The adviser's REGISTRATION status is listed below. REGISTRATION STATUS. SEC / JURISDICTION. REGISTRATION STATUS . EFFECTIVE DATE; SEC:

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