Michael Scott Franklin
Investment adviser representative at Asset Preservation Group Inc
35 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$321.2MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
35 years in the industry.
- Purshe Kaplan Sterling InvestmentsSep 2017 to now
- Asset Preservation Group, Inc.Mar 2007 to now
- National Planning CorporationNov 2008 to Sep 2017
- American AirlinesSep 1991 to Apr 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (TX).
Asset Preservation Group Inc
$321.2MAssets managed
330Clients
2Advisers
26 yearsIn 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
- 4747047
- Firm CRD
- 108150