Stacey Katrina Frank
Investment adviser representative at A & I Wealth Management
21 yearsExperience
1 stateRegistered in
$560MFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- A & I Wealth ManagementMar 2009 to now
- Geneos Wealth ManagementOct 2005 to now
- A&i Financial Services LLCAug 2005 to now
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (CO).
A & I Wealth Management
Legal name: A & I Financial Services, LLC
$560MAssets managed
518Clients
11Advisers
17 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
- 5055901
- Firm CRD
- 148357