Isaac Frederick Franks

Employer firm

Compound Planning, Inc. CRD 171787

$4.85B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 07/2021 → 10/2023
  Ameriprise Financial Services, Llc
  West Des Moines, IA
• 02/2019 → 05/2019
  Alpha Phi International Fraternity
  Des Moines, IA
• 08/2019 → 12/2019
  Alpha Phi International Fraternity
  Des Moines, IA
• 08/2020 → 05/2021
  Alpha Phi International Fraternity
  Des Moines, IA
• 08/2017 → 08/2018
  Drake University
  Des Moines, IA
• 08/2018 → 01/2019
  University Of Iowa
  Iowa City, IA
• 09/2018 → 12/2018
  Iowa Chop House
  Iowa City, IA
• 01/2019 → 05/2021
  Drake University
  Des Moines, IA
• 05/2017 → 08/2017
  Ace Auto Doctor & Repair
  Bettendorf, IA
• 08/2010 → 05/2017
  Pleasant Valley Community School District
  Bettendorf, IA
• 05/2019 → 08/2019
  Merrill Lynch Wealth Management
  Davenport, IA
• 05/2021 → 07/2021
  Unemployed
  Des Moines, IA
• 11/2023 → 03/2025
  Choreo, Llc
  Des Moines, IA
• 03/2025 → Present
  Compound Planning
  Des Moines, IA

Previous Registrations

• 2023-11-30 → 2025-03-25
  Choreo, Llc
  Des Moines, IA
  Rockford, IL
• 2022-07-08 → 2023-10-31
  Ameriprise Financial Services, Llc
  West Des Moines, IA

Other Businesses

Business Ownership; Owner; Pots3D, Other; 3345 Utica Ridge Road, , Bettendorf, IA, 52722; Not Investment-Related; 03/09/2023; 1 to 9 hours per month; 0 during trading hours, no income generating.

Exams

• S66 Uniform Combined State Law Examination
  2022-07-05

Designations

• Certified Financial Planner

Other Names

• Isaac Franks