Frank P Echelmeyer

Current Employers

Employment History

• 07/2015 → Present
  Camelot Portfolios, Llc
  Maumee, OH
• 10/2015 → 05/2017
  Purshe Kaplan Sterling Investments
  Albany, NY
• 07/2017 → 07/2025
  Realta Equities, Inc.
  Wilmington, DE
• 09/2017 → 12/2023
  Atlantis Wealth Advisors, Llc
  Maumee, OH

Previous Registrations

• 2017-09-11 → 2023-12-31
  Atlantis Wealth Advisors Llc
  Maumee, OH
• 2012-10-10 → 2016-04-22
  United Advisors
  Toledo, OH
• 2009-04-28 → 2009-06-16
  Northwestern Mutual Investment Services, Llc
  Toledo, OH
• 2001-10-11 → 2005-10-05
  Ameriprise Financial Services, Llc
  Toledo, OH

Other Businesses

1. Camelot Portfolios, LLC; Investment Related, Address 1700 Woodlands Dr., Suite 100, Maumee, OH 43537, Investment Management, Position: Relationship Manager; Chief Compliance Officer; Start Date: 07/2015, 173 hours devoted a month, All hours during securities trading hours, Duties: Consulting with existing advisors and advisor prospects how to most effectively and efficiently use Camelot Portfolio's resources; oversee and manage the Camelot Portfolios & Affiliates compliance program. 2. Christ the King Parish - Toledo, OH, Endowment Fund, Non-Investment Related, Address: 4100 Harvest Lane, Toledo, OH 43623, Roman Catholic Parish, Position: Trustee, Endowment Fund Board of Trustees, Start Date: 8/2018, 1 hours devoted a month during non-business hours; Duties: oversee endowment. 3. Baby University: 860 Orchard St Toledo, OH 43609, resource for parents to educate them in and facilitate their involvement in their child's early childhood education; www.babyutoledo.org; Position: Trustee, Board of trustees; Start Date: 04/2019; 1 hour per month during non-business hours; Duties: provide guidance to Baby U's Executive Director. 4. Atlantis Wealth Advisors, LLC; 1700 Woodlands Drive Maumee, OH 43537; Outside RIA; atlantiswealthadvisors.com; CCO; no compensation; 3 hours per week during normal trading hours. 5. Munn Wealth Management, LLC; 1700 Woodlands Drive Maumee, OH 43537; Outside RIA conducting financial planning and wealth management for retail clients; munnwealth.com; CCO; 6 hours per week during normal trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-09-24
• S65 Uniform Investment Adviser Law Examination
  2010-05-19
• S66 Uniform Combined State Law Examination
  2001-10-11

Other Names

• Frank-Peter Echelmeyer