DF
CFP
DF
CFP

David William Frank

5 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningTax PlanningEstate PlanningFinancial Planning & CoachingCharitable GivingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
325 clients
Average Client Portfolio
$988K average
Assets Under Management
$321.0M

Fee Structure

Minimum Investment:None
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Contact

DF
David William Frank

Location

24 E. Main Street, Bozeman, MT, 59715

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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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Employment History
Current Registrations
Xypn Invest
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Turning Point Planning LLC
April 2020 - July 2025 · 5 yrs 3 mos
State Registrations3 states
CALATX
Advisor
Exams
No exam information available for this advisor.
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Contact
David William Frank
David William Frank - Financial Advisor | TrueAdvisor