MF
MF

Michael Kevin Franklin

25 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningTax PlanningEducation PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
312 clients
Average Client Portfolio
$933K average
Assets Under Management
$291.2M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
Minimum Annual Fee:$2,500
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Location

8400 E. Prentice Ave., Suite 1360, Greenwood Village, CO, 80111

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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

Michael is a licensed insurance agent authorized to sell insurance products from various companies. He spends about 10-20% of his time on insurance products.

Employment History
Current Registrations
Tandem Financial, LLC
March 2018 - Present · 7 yrs 11 mos
Previous Registrations
Dodds Wealth Management Group
April 2011 - March 2018 · 6 yrs 11 mos
LPL Financial LLCBroker
February 2003 - March 2018 · 15 yrs 1 mo
LPL Financial LLC
February 2003 - March 2018 · 15 yrs 1 mo
American Express Financial Advisors, INC.
February 2000 - February 2003 · 3 yrs
American Express Financial Advisors INC.Broker
January 2000 - February 2003 · 3 yrs 1 mo
Ids Life Insurance CompanyBroker
January 2000 - February 2003 · 3 yrs 1 mo
State Registrations3 states
COLATX
Advisor
Exams
No exam information available for this advisor.