Spencer Frank
Finance · Wisconsin, United States · 11-50 Employees
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Overview
Headquarters
11201 N Port Washington Rd, Mequon, Wisc...Phone Number
(262) 241-5988Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
1
1
1
About Spencer Frank
Spencer Frank at Stifel in Mequon, WI offers a complete range of financial services for high net worth investors, focusing on developing customized investment strategies to meet individual needs and goals. With over 25 years of experience, Spencer takes a holistic approach to wealth management, helping clients manage their financial lives and pursue their objectives. Stifel, founded in 1890, is one of the nation's largest wealth management firms, known for its dedicated team of over 2,300 financial advisors committed to providing outstanding service and financial planning expertise.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Spencer Frank
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
DL
Dale LewisVice President and Investments. Portfolio Manager - Solutions Program
Company Profile Activity
Activity Insights
Spencer Frank is experiencing very low activity levels compared to other companies in the Finance sector.
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Spencer Frank is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Spencer Frank.
Spencer Frank Tech Stack
A closer look at the technologies used by Spencer Frank
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Spencer Frank at Stifel in Mequon, WI offers a complete range of financial services for high net worth investors, focusing on developing customized investment strategies to meet individual needs and goals. With over 25 years of experience, Spencer takes a holistic approach to wealth management, helping clients manage their financial lives and pursu... Read More
