Stacey Katrina Frank

Employer firm

A & I Wealth Management CRD 148357

$560M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2005 → Present
  A&I Financial Services Llc
  Lone Tree, CO
• 10/2005 → Present
  Geneos Wealth Management
  Lone Tree, CO
• 01/2023 → Present
  A&I Wealth Management
  Lone Tree, CO

Other Businesses

1) WILL WORK UNDER RIA DBA A&I FINANCIAL SERVICES LLC DBA A&I WEALTH MANAGEMENT - IAR AND OWNER, AN INVESTMENT RELATED BUSINESS LOCATED AT BRANCH LOCATION. 2) INDEPENDENT SALES WITH VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 3) A&I HOLDINGS LLC-OWNER. 4) PUFFERFISH LLC-MEMBER. 5) 9605 KINGSTON COURT LLC-MEMBER. 6) TALL TALES RANCH-BOARD MEMBER.

Exams

• S66 Uniform Combined State Law Examination
  2009-02-25

Other Names

• Stacey Katrina Rewinkel
• Stacey Katrina Rewinkel