Joe DeFrank*

Joe DeFrank*

Chartered Financial Consultant

Focusing On
Holistic Financial Planning*
Asset Allocation Analysis*
Retirement Plan Analysis*
Risk Analysis / Insurance Needs Assessment *

Registrations and Designations
Registered Principal & Option Principal - Series 24 & 4*
Registered Representative - Series 7 & 63
Registered Investment Advisor Representative
Chartered Financial Consultant, ChFC

B.S., Accounting, University of Nevada, Reno
M.S. Finance, Magna Cum Laude (3.97 GPA), University of Nevada, Reno

Personal Residence
Residing in Denver, Colorado since 2022 with girlfriend, Veronica.

Evergreen Rotary, Since 2022
Bloom Academy LV, Self-Directed Learning Center, Board Member, Since 2020

Honors and Awards
University of Nevada, Reno College of Business – Outstanding Graduate Student 2016
TD Ameritrade Institutional Circle of Excellence Recipient, 2018