LF
LF

Louis Frank

8 Years of Experience
Edgewater, CO
Broker

Louis Frank is a registered investment advisor, based in Edgewater, CO, with 8 years of industry experience.

Location

Edgewater, CO

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Louis is doing business as Beacon Peak Partners, focusing on institutional investments and dedicating nearly full-time hours to it. He is also the managing partner of Magnolia Holdings, LLC, a holding company with no current assets, and would receive 50% of any profits generated.

Employment History
Current Registrations
Invicta Capital LLC
January 2025 - Present · 1 yr 3 mos
Invicta Capital LLCBroker
January 2025 - Present · 1 yr 3 mos
Invicta Advisors LLC
October 2024 - Present · 1 yr 6 mos
Previous Registrations
Lotusgroup Advisors
August 2017 - January 2025 · 7 yrs 5 mos
State Registrations2 states
COPA
AdvisorBroker

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Louis Frank - Financial Advisor | TrueAdvisor