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Donald Richard Frank

Edelman Financial Engines

Fairfax, VA

Saint Louis, MO

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-11-13
TX RA APPROVED 2025-11-13
VA RA APPROVED 2025-11-13
  • MO RA
    APPROVED
    Since 2025-11-13
  • TX RA
    APPROVED
    Since 2025-11-13
  • VA RA
    APPROVED
    Since 2025-11-13

Branch Locations

4000 Legato Road 8Th Floor, Fairfax, VA 22033 • United States

Saint Louis, MO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fs2 Capital Partners, Llc Philadelphia PA 07/2014 01/2017
Kennedy Capital Management, Inc. St. Louis MO 01/2017 07/2018
Fisher Investments Camas WA 06/2019 04/2025
Unemployed St. Louis MO 07/2018 06/2019
Edelman Financial Engine Santa Clara CA 11/2025 Present
Zacks Investment Management Chicago IL 09/2025 10/2025
Unemployed St. Louis MO 05/2025 08/2025
  • 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
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-12-16
S65 Uniform Investment Adviser Law Examination 2005-10-04
  • 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

View on SEC IAPD

Other Firms

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WELLS FARGO CLEARING SERVICES, LLC
PALLADIUM WEALTH MANAGEMENT, LLC
PROFESSIONAL FINANCIAL SOLUTIONS, LLC
COMMONWEALTH ASSET MANAGEMENT GROUP LLC
EQUITY SERVICES, INC.
EAGLE STRATEGIES LLC

Other Investors

MICHAEL HUSTON TORREY
Patrizia Francesca Adriazola
Stephen Little
TANZIMA ASHRAFI
KAREN MAN TSANG
Andrew William Crowe
MICHAEL JOSEPH MCLENIGAN
ROBERT ESTEL COPELAND

Other Offices

ARKADIOS WEALTH ADVISORS · Fairfax, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BURKE, VA
WELLS FARGO CLEARING SERVICES, LLC · BURKE, VA
PALLADIUM WEALTH MANAGEMENT, LLC · BURKE, VA
PROFESSIONAL FINANCIAL SOLUTIONS, LLC · FAIRFAX, VA
COMMONWEALTH ASSET MANAGEMENT GROUP LLC · FAIRFAX, VA
EQUITY SERVICES, INC. · FAIRFAX, VA
EAGLE STRATEGIES LLC · BURKE, VA

More in Fairfax, VA

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