Kincade C Frank

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 05/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 10/2025 → Present
  Liberty University
  Lynchburg, VA
• 05/2023 → 08/2023
  Central Illinois Turf Inc.
  Bloomington, IL
• 07/2019 → 07/2025
  Illinois Army National Guard
  Normal, IL
• 01/2021 → Present
  Illinois State University
  Normal, IL
• 06/2018 → 09/2022
  Home Depot
  Lake Zurich, IL
• 08/2016 → 05/2020
  Lake Zurich Senior High School
  Lake Zurich, IL
• 02/2025 → 10/2025
  Aflac
  Lincolshire, IL
• 11/2025 → 05/2026
  New York Life Insurance Company
  Chicago, IL
• 02/2026 → 05/2026
  Nylife Securities, Llc
  Chicago, IL
• 07/2026 → Present
  Bank Of America, N.A.
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2026-04-29

Other Names

• Kincade Carlson Frank