FRANCIS LLC

19435 W. Capitol Drive
Brookfield, Wisconsin 53045
Tel: 866-232-6457

About FRANCIS LLC

FRANCIS LLC, formally registered with the SEC as FRANCIS LLC. The firm was established in 03/12/2004. They have over 3 offices throughout the country.

FRANCIS LLC is a Brookfield, Wisconsin based Financial Planning firm with nearly $0 assets under management, offering retirement planning & investment advisory services to 0 clients. The firm is staffed with 22 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	130687
SEC#	801-62841
Assets Managed by Firm	$0
No. of Clients	0
No. of Advisors	22

Fee Structure

Hourly charges
Fixed fees

Advisory Services Provided

Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (CORPORATE FINANCIAL WELLNESS, PENSION PLAN PARTICIPANT ADVISORY/EDUCATION)

Firm Client Information

	No. of Clients	AUM

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