Charlie Frank - Central Investment Advisor for Central Bank Jefferson City

Charlie Frank, AIF®

Assistant Vice President
Financial Advisor

510 Jefferson Street
Jefferson City, MO 65101
p: (573) 634-1157
Email Charlie

Charlie can also be reached at:
Central Bank California
329 South Oak
California, MO 65018
p: (573) 796-3123
 
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"I help my clients secure their financial future."

Charlie spends his days working with individuals, businesses, associations and endowments. He works with his clients to develop plans and investment strategies to fit their particular needs. His practice focuses on asset allocation and long-term planning.

Charlie likes to keep the financial planning process easy and confidential. First he will meet with you to gather data on your financial life; savings, investments, insurance, taxes, retirement, etc. After completing a review of your current financial condition, Charlie will recommend a plan of action to help you attain your goals. Once your plan has been implemented he will periodically invite you to meet and review performance, changing economic conditions and suggest adjustments to your plan to keep you on course toward financial independence.

A longtime resident of the California and Jefferson City area, Charlie attended Helias High School before graduating with honors from Truman State University. He and wife Bridget are the proud parents of two sons, Samuel and Max.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/ SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Central Bank and Central Investment Advisors are not registered broker/dealers and are not affiliated with LPL Financial.

The investment products sold through LPL Financial are not insured Central Bank deposits and are not FDIC insured. These products are not obligations of Central Bank and are not endorsed, recommended or guaranteed by Central Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

The LPL representative associated with this website may discuss and/or transact business with residents of all states and the District of Columbia, except DE, ID, ND, RI.