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Joel F
Series 63, Series 65
Wenatchee, WA
Equilus Group Inc
Joel Frank is a financial advisor with Equilus Group Inc in Wenatchee, WA, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior experience includes roles at Apex Advisory Group Inc and Equilus Financial Group, Inc. He is also a co-managing member of Equilus Capital Partners LLC, a business investing member holdings into real estate. Equilus Group Inc serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, and charitable organizations, providing non-discretionary portfolio management, subscription-based financial planning, insurance placement, and trust financial services. The firm manages approximately $25.7 million for about 86 clients and uses a subscription model for planning engagements while maintaining a relationship with its affiliated commercial real estate investment firm.
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