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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-04-08 |
| TX | RA | APPROVED_RES | 2024-03-23 |
Branch Locations
135 N. Pennsylvania Street Suite 1100, Indianapolis, IN 46204 • United States
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Frank & Kraft, Pc | Indianapolis | IN | 06/1990 | Present |
| Frank & Kraft Wealth Coaching, Inc. | Indianapolis | IN | 04/2015 | Present |
| Integrity Advisory Solutions | Indianapolis | IN | 03/2024 | Present |
1. American Academy Wealth; Investment related; 135 N Pennsylvania St Suite 1100, Indianapolis, IN 46204; RIA; IAR; 03/05/2024; 16 hours per month; 16 hours during trading hours; Investment Advisor Representative. 2. Frank & Kraft Wealth Coaching, LLC; Investment related; 135 N Pennsylvania St Suite 1100, Indianapolis, IN 46204; RIA; Owner/President/IAR; 02/24/2015; 40 hours per month; 30 hours during trading hours; Investment Advisor representative. 3. Frank & Kraft, A Professional Corporation; 135 N Pennsylvania St Suite 1100, Indianapolis, IN 46204; Law Firm; Attorney/Owner/President; 06/15/1990; 200 hours per month; 150 hours during trading hours; Estate Planning Attorney 4. Frank & Kraft, Inc.; Investment Related;135 N Pennsylvania St Suite 1100, Indianapolis, IN 46204; Real Estate; Owner/President; 06/15/1990; 0 hours per month; 0 hours during trading hours; This company is the tenant of the law firm's office space and subleases the space to the law firm. 5. Jewish Federation of Greater Indianapolis, Inc; Non investment related; 6705 Hoover Rd Indianapolis, IN 46260; Jewish Community Philanthropy; Current board member on various committees; 01/01/1990; 10 hours per month; 8 hours during trading hours; Board member of various committees. 6. Hooverwood Living; Non investment related; 7001 Hoover Rd Indianapolis, IN 46260; Charity for nursing home & assisted living facility for Jewish Federation of Greater Indianapolis, Inc; Board Member; 01/01/1990; 10 hours per month; 8 hours during trading hours; Board member 7. The Children's Theraplay Foundation, Inc; Non investment related; 9919 Towne Rd Carmel, IN 46032; Charity; Board Member; 01/01/2001; 6 hours per month; 6 hours during trading hours; Board member of charity
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-27 |
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