Jay Frank, CFP®, CLU, ChFC®

Jay Frank, CFP®, CLU, ChFC®
Director, Wealth Management
262.326.6089

Specific experience

  • Financial Services Professional at Lake Country Wealth Management
  • Financial Advisor at Principal Financial Group
  • Agent Supervisor at Connecticut Mutual Life Insurance Company
  • Operations Manager at Integrated Financial Solutions

Industry involvement

  • CFP® professional
  • Chartered Life Underwriter
  • Chartered Financial Consultant™
  • Society of Financial Service Professionals

Education

University of Chicago

Graduate School of Public Policy

 

University of Illinois

BS, Political Science; minor in Accounting

 

 

 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.