FRANSON FINANCIAL LLC
Firm details
- Headquarters
- HAYWARD, Wisconsin
- CRD number
- 321943
- Website
- fransonfinancial.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Franson Financial LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Compensation is through a percentage-of-assets fee schedule and hourly charges. The adviser does not identify as an active ESG investor and is not registered as a multi-state adviser; it also does not list pension consulting or related-adviser activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities73%
- Non-Exchange Traded Equities16%
- US Government Bonds8%
- Cash & Cash Equivalents3%
Contacts
2 of 2Isaac Franson
Co-FounderCRD 7681414
Caleb Franson
Co-FounderCRD 6936876
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HAYWARD, WI
SAWYER
Location
HAYWARD, WI
Headquartered in HAYWARD, WI, in the Midwest of the United States.
- Region
- Midwest
- County
- SAWYER
- Address
- 10405 27
- Time zone
- CT (UTC-6)
- Office locations
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