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Frank Edward Kautzky

Investment adviser representative at Chicago Oakbrook Financial Group
19 yearsExperience
2 statesRegistered in
ChFC®Designation
$1.2BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

19 years in the industry.

  1. Chicago Oakbrook Financial GroupNov 2007 to now
  2. Commonwealth Financial NetworkNov 2007 to Dec 2024

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 2 states (IL, TX).

Chicago Oakbrook Financial Group

Legal name: Cofg Advisors, LLC

$1.2BAssets managed
1,380Clients
10Advisers
1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3253349
Firm CRD
333344
Advisor's SEC record (opens in a new tab)
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