Isaac Frederick Franks
Investment adviser representative at Compound Planning, Inc.
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.8BFirm 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Compound Planning, Inc.Mar 2025 to now
- Choreo, LLCNov 2023 to Mar 2025
- Ameriprise Financial Services, LLCJul 2021 to Oct 2023
- UnemployedMay 2021 to Jul 2021
- Alpha Phi International FraternityAug 2020 to May 2021
- Alpha Phi International FraternityAug 2019 to Dec 2019
- Merrill Lynch Wealth ManagementMay 2019 to Aug 2019
- Alpha Phi International FraternityFeb 2019 to May 2019
- Drake UniversityJan 2019 to May 2021
- Iowa Chop HouseSep 2018 to Dec 2018
- University of IowaAug 2018 to Jan 2019
- Drake UniversityAug 2017 to Aug 2018
- Ace Auto Doctor & RepairMay 2017 to Aug 2017
- Pleasant Valley Community School DistrictAug 2010 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (IA).
Compound Planning, Inc.
$4.8BAssets managed
13,653Clients
75Advisers
4 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
- 7126640
- Firm CRD
- 171787