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.

Check the background of this investment professional on FINRA BrokerCheck.

CONTACT INFO

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.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA and SIPC  The LPL Financial Representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, MA, MN, ND, NJ, NM, NV, WI, WA.