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- Custodian
- Charles Schwab & Company · Interactive Brokers · Vanguard
- Clients
- Retail
- Platforms
- SignalPeak
- Established Date
- 08-22-2022
- Office Locations
- 1
Office Locations
About Franson Financial LLC
Franson Financial LLC is a Wisconsin-based RIA providing investment management, financial planning, and retirement advising for retail clients. The practice emphasizes disciplined asset allocation and risk management, with portfolios largely implemented using ETFs alongside select equities and fixed income. Offers a complimentary initial consultation and supports custody platforms including Charles Schwab.
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Owner & Executives
Caleb James Franson
Chief Investment Officer, Financial Advisor, Investment Advisor, Managing Member
- CRD
- #6936876
- Ownership
- 50% but less than 75%
Isaac Nash Franson
Chief Investment Officer, Financial Advisor, PORTFOLIO MANAGER
- CRD
- #7681414
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,220,139 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,220,139 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,220,139
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $162,283,312 | 7.8% |
| Equity - OTC | $780,208,229 | 37.5% |
| U.S. Government/Agency | $330,808,289 | 15.9% |
| Cash | $807,255,448 | 38.8% |
| Total | $2,080,555,278 | 100.0% |