Frank S. Shimkus, Jr., CFS, AIF®
Frank has been with BBFG since the early 1980’s and is one of the original partners in the firm. He has an accounting degree from the University of Minnesota, along with earning certifications as a Certified Funds Specialist. In addition to assisting clients with his vast tax experience, Frank emphasizes the importance of diversification in the portfolio, risk tolerance, and long term investment, based on Harry Markowitz’ Nobel Prize-winning theory Modern Portfolio Theory. His experience has helped many clients through transitions such retirement, loss of job or spouse, divorce, and other financial challenges. Through his financial and investment planning skills and knowledge, he has earned the distinguished honor of Five Star Wealth Manager* in 2013, 2014, 2015, 2016, 2017, 2019, 2020 and 2021.
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Office 952-881-4533 | toll free 800-728-3448 | fax 952-888-5115 | Email Frank
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021 Five Star Wealth Managers.
Professionals associated with Burns Brothers Financial Group (BBFG) may be either (1) registered representatives with and securities and advisory services offered through LPL Financial. Member FINRA/SIPC, a registered investment advisor; or (2) solely tax professionals of BBFG and not affiliated with LPL Financial. Tax related services offered through BBFG. BBFG is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax related services.
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