Frank Joseph Zanger

Advisor at Edward Jones — Monroe, MI

Updated today

Credentials

CFP®, Series 66

Experience

6 years

Location

Monroe, MI

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,153 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Frank Zanger is a financial advisor with Edward Jones in Monroe, MI, holding CFP® and Series 66 designations and has six years of industry experience. He previously worked at First Merchants Bank (formerly Monroe Bank and Trust) for eight years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) Business ownership considerations

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Monroe, MI

Monroe MI

Advisors at this office

1

Most active in

California · Colorado · Florida · Massachusetts · Michigan · Missouri · New Jersey · North Carolina · Ohio · Pennsylvania · South Carolina · Texas · Washington

Work history

6 years of industry experience

Edward Jones

2019 - Present • 7 years

St Louis, MO

First Merchants Bank (Formerly Monroe Bank and Trust)

2011 - 2019 • 8 years

Muncie, IN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Zachary B

Series 63, Series 65

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Passive / index investing
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Dominic P

CFP®, Series 63

Temperance, MI

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Wealth management Real estate investing Annuities
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Shanyn S

Series 63, Series 65

Lambertville, MI

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General tax planning Retirement income strategy Income planning
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Adam M

Series 63, Series 65

Monroe, MI

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Adam McLaughlin is a financial advisor with River Raisin Investment Partners, Inc. in Monroe, MI, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He worked at LPL Financial for 10 years prior to joining his current firm in 2019. He serves as an alternate board member for the Monroe Charter Township Zoning Board of Appeals. River Raisin Investment Partners serves individual and high-net-worth clients, offering portfolio management and financial planning with an individualized asset-allocation approach that typically involves exchange-traded funds and a mix of fundamental, technical, and tactical analysis.

General retirement planning Retirement withdrawal strategies Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)
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Anthony H

Series 65

Monroe, MI

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Anthony Harwood is a financial advisor at Harwood Investment Strategies, L.L.C. with eight years of industry experience. He has been with Harwood Investment Strategies since 2017 and holds a Series 65 designation. Prior to his advisory role, he worked at HCR-ManorCare from 2008 to 2017. Harwood Investment Strategies provides investment advisory and portfolio management services to individuals, families, trusts, estates, business entities, and non-profit organizations. The firm serves both retail clients and institutional plan sponsors, offering discretionary and non-discretionary management as well as support for employer-sponsored retirement plans, with an investment approach that combines fundamental analysis and quantitative measures along a generally long-term, value-oriented bias.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Scott B

Series 63, Series 66

Monroe, MI

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Scott Burns is a financial advisor at River Raisin Investment Partners, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial and Fifth Third Securities. Burns is also the owner of PIN Seekers, LLC, a non-investment related business. River Raisin Investment Partners serves individual and high-net-worth clients as well as corporate retirement plans, employing an individualized asset-allocation approach that integrates exchange-traded funds with fundamental, technical, and tactical analysis. The firm offers portfolio management, financial planning, and retirement advisory services with a focus on participant-level management and institutional plan support.

General retirement planning Retirement withdrawal strategies Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)
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