FF
CFP · ChFC
FF
CFP · ChFC

Frank C Filisky

20 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
61 advisors
Number of Clients
3,191 clients
Average Client Portfolio
$201K average
Assets Under Management
$640.8M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

201 S. Main Street, Poland, OH, 44514

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Frank is a sole proprietor of Frank Filisky Insurance Agency since 1993, offering life, health, long-term care insurance, annuities, and tax preparation services. This takes nearly full-time hours.

Employment History
Current Registrations
Tucker Asset Management LLC
September 2015 - Present · 10 yrs 5 mos
Previous Registrations
Brookstone Capital Management LLC
February 2012 - September 2015 · 3 yrs 7 mos
Fcf Financial Advisory, INC.
January 2005 - May 2012 · 7 yrs 4 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.