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Frank Peter Orzel

First Financial Coaching, INC.
49 Years of Experience
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
First Financial Coaching, INC.
Compensation
Fixed/Hourly
Firm Size
14 advisors
Number of Clients
878 clients
Average Client Portfolio
$319K average
Assets Under Management
$279.7M

Fee Structure

Location

144 South Main St., Mt. Clemens, MI, 48043

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History

Regulatory History (2)
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Judgment / Lien
August 2017
Judgment / Lien
December 2009
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Frank is the President/Owner of Frank P. Orzel & Co., an insurance agency, since 1981. He dedicates about half of his time to sales and services of health, dental, LTC, disability, life, prescription cards & discount cards, both individual and group.

Employment History
Current Registrations
First Financial Coaching, INC.
March 2010 - Present · 15 yrs 11 mos
Previous Registrations
Triad Advisors, INC.Broker
February 2010 - December 2017 · 7 yrs 10 mos
Lincoln Financial Securities Corporation
June 2000 - February 2010 · 9 yrs 8 mos
Lincoln Financial Securities CorporationBroker
January 2000 - February 2010 · 10 yrs 1 mo
W. S. Griffith & CO., INC.Broker
July 1997 - January 2000 · 2 yrs 6 mos
Resource Development International, LTD.Broker
September 1991 - July 1997 · 5 yrs 10 mos
Marsh & Mclennan Securities CorporationBroker
May 1991 - October 1991 · 5 mos
Resource Development International, LTD.Broker
March 1984 - December 1990 · 6 yrs 9 mos
Monarch Securities, INC.Broker
December 1983 - November 1987 · 3 yrs 11 mos
Connecticut Mutual Financial Services, INC.Broker
August 1975 - December 1983 · 8 yrs 4 mos
State Registrations2 states
ILWI
Advisor
Exams
No exam information available for this advisor.