Donald Richard Frank

Employer firm

Edelman Financial Engines CRD 104510

$326B regulatory AUM 322,130 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → 01/2017
  Fs2 Capital Partners, Llc
  Philadelphia, PA
• 01/2017 → 07/2018
  Kennedy Capital Management, Inc.
  St. Louis, MO
• 06/2019 → 04/2025
  Fisher Investments
  Camas, WA
• 07/2018 → 06/2019
  Unemployed
  St. Louis, MO
• 11/2025 → Present
  Edelman Financial Engine
  Santa Clara, CA
• 09/2025 → 10/2025
  Zacks Investment Management
  Chicago, IL
• 05/2025 → 08/2025
  Unemployed
  St. Louis, MO

Previous Registrations

• 2025-09-23 → 2025-11-04
  Zacks Investment Management, Inc.
  Chicago, IL
  St. Louis, MO
• 2019-06-14 → 2025-04-17
  Fisher Investments
  Plano, TX
  Saint Louis, MO
• 2017-01-23 → 2018-08-07
  Kennedy Capital Management
  St Louis, MO
• 2008-06-20 → 2014-04-14
  Victory Capital Management Inc.
  New York, NY
• 2005-10-05 → 2008-06-13
  Argent Capital Management Llc
  Clayton, MO

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-12-16
• S65 Uniform Investment Adviser Law Examination
  2005-10-04

Other Names

• Donald R Frank
• Don Frank