Franson Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Franson Financial provides investment management, financial planning, and retirement plan advisory services to individuals, businesses, trusts, and estates, including guidance on held-away employer retirement accounts. Although the firm’s brochure lists high-net-worth individuals among the client types it serves, its current roster (19 clients with about $2.22 million in discretionary AUM) does not include high-net-worth clients, which is atypical for similarly supported firms.
The firm combines fundamental, cyclical, and technical analysis to build tailored, primarily discretionary portfolios across a broad set of strategies, including Index/US Bond/US Dollar (IBD), US and Global Dividend Income, Global Macro, Bond Income, and custom portfolios. It has recently added a set of buy-and-hold ETF-based portfolios — including a Cryptocurrency ETF portfolio and use of option-based structured protection ETFs within stated limits — and offers both actively managed and buy-and-hold approaches.
Distinctive for a two-advisor practice with modest assets, Franson Financial directs managed accounts to Charles Schwab and Interactive Brokers to access institutional trading, custody, and research services and discloses the use of commission-linked research (soft-dollar) arrangements. The firm also makes explicit provisions for non-discretionary retirement plan advisory on held-away accounts and discloses limited outside business activities by its principals, such as independent consulting and real property rentals.
Client services
Expertise
Occupation focus
Fee options
Financial Planning services charged at flat rates or combination of flat and hourly rates, detailed in the client agreement; Retirement Plan Advisory fee is $2,000 per quarter
$0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.90% $2,500,001 - $5,000,000: 0.80% Over $5,000,000+: Negotiable
Financial Planning services charged at hourly rates or flat fees, detailed in the client agreement
Main office
10405 State Hwy 27
Hayward WI 54843
Advisors at this office
2
Most active in
Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Isaac F
Series 65
Hayward, WI
Franson Financial LLC
Isaac Franson is a financial advisor at Franson Financial LLC in Hayward, WI, holding a Series 65 designation with two years of industry experience. Prior to his current role, he worked at Cernick Construction and has been involved in part-time education and self-employment since 2016. Franson Financial provides investment management, retirement plan advisory, and financial planning services primarily to non-high-net-worth individuals, businesses, charitable organizations, trusts, and estates. The firm employs a range of actively managed strategies, including option-enhanced dividend approaches and global macro portfolios, offering both discretionary portfolio management and non-discretionary advice for retirement accounts.
Caleb F
Series 65
Hayward, WI
Franson Financial LLC
Caleb Franson is a Series 65-licensed advisor with eight years of industry experience. He is the principal of Franson Financial LLC, where he has worked since 2022. His prior roles include positions at Ravenwood Capital Management, LLC and FARB Guidance Systems, Inc., as well as involvement with the Diocese of Superior and St Joseph Catholic Church. Franson Financial provides investment management, financial planning, and retirement plan advisory services to individuals, businesses, trusts, and estates. The firm uses a combination of fundamental, cyclical, and technical analysis to manage discretionary portfolios and offers both actively managed and buy-and-hold ETF-based strategies.
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