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Spencer Frank

Senior Vice President/Investments - Stifel

Spencer Frank is a Senior Vice President/Investments at Stifel Financial Corp., based in Mequon, Wisconsin.4 He began his financial services career in 1998 and joined Stifel in 2018 as part of the firm's acquisition of Ziegler Wealth Management.2 As a financial solutions provider, Frank strives to help people make smart financial decisions that will lead to a better quality of life in the future.3 He works at the Mequon South branch of Stifel, located at 11201 North Port Washington Rd., Mequon, Wisconsin 53092.4

Frank's approach to financial advising is centered on face-to-face interactions with clients, aiming to understand their unique financial objectives and develop strategies specific to their needs and long-term financial goals.1 His areas of expertise include retirement planning, saving for children's college education, tax reduction strategies, and income management for monthly expenses.4

With over two decades of experience in the financial services industry, Spencer Frank has established himself as a trusted advisor for individuals and families seeking personalized, professional service and advice in wealth management.23

Highlights

Jan 1 · stifel.com
Spencer Frank - Mequon South Financial Advisor - Stifel
Jan 1 · stifel.com
Mequon South - Stifel
Jan 1 · uscapital.com
Jeffrey Sweeney - US Capital Global

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Spencer Frank
Spencer Frank, photo 1
Spencer Frank, photo 2
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Location

Greater Milwaukee