Joshua D Frankel
Investment adviser representative at Ferguson Wellman Capital Management, Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$10.7BFirm 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
13 years in the industry.
- Ferguson Wellman Capital Management, Inc.Jul 2013 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (OR).
Ferguson Wellman Capital Management, Inc.
$10.7BAssets managed
1,085Clients
27Advisers
50 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
- 5672556
- Firm CRD
- 104692