Unfortunately, we are experiencing technical difficulties at this time. We apologize for any inconvenience this may cause you. Please try to access the site again later or call Customer Service for assistance.
You should receive a response within two business days from the date of your request.
Please wait while we process your request.
Frank joined First Investments & Planning in 2013 and serves as an Advisor. His primary role is assisting clients in all aspects of financial planning, investments, and insurance needs in effort to help them achieve their financial goals.
Frank has more than 30 years of experience in the financial services industry. He currently holds series 7, 63 & 65 securities registrations, along with Life, Health & Variable Contracts insurance licenses. He graduated from the University of Nebraska in Lincoln and holds a Master of Science degree in Financial Planning from the College for Financial Planning in Denver, CO.
Frank is a lifetime resident of Omaha and stays very involved in the community through various volunteering capacities. He is the past Chairman of Special Olympics Nebraska’s Board of Directors. When not providing financial advice to clients, he can be found exercising, fishing and spending time with his wife, Cindy, and their eight children and nine grandchildren.
11404 W Dodge Rd
Omaha, NE 68154
I aim to build meaningful personal and business client relationships centered on thoughtful and sound financial advice in hopes of helping them achieve their financial dreams.
Check the background of this firm on FINRA's BrokerCheck.
Raymond James financial advisors may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. First National Bank and First Investments & Planning are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James Corporate Privacy Notice may be accessed here.
Links are being provided for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed web sites or their respective sponsors. Raymond James is not responsible for the content of any web site or the collection or use of information regarding any web site’s users and/or members.
Investment products are:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE