Frank Peter Orzel

Employer firm

First Financial Coaching, Inc. CRD 152070

$671M regulatory AUM

Reported services (Item 5G)

Selection of other advisers
Educational seminars
FINANCIAL ANALYSIS

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

Current Employers

First Financial Coaching, Inc.

144 South Main St., Mt. Clemens, MI 48043 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2026-08-17
WI	RA	APPROVED	2026-08-17

IL RA
APPROVED

Since 2026-08-17
WI RA
APPROVED

Since 2026-08-17

Branch Locations

Fontana, WI • United States

144 South Main St., Mt. Clemens, MI 48043 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Frank P. Orzel & Co	Chicago	IL	06/1981	Present
Triad Advisors, Inc	Norcross	GA	02/2010	12/2017
First Financial Coaching, Inc.	Fontana	WI	02/2010	Present

06/1981 → Present

Frank P. Orzel & Co

Chicago, IL
02/2010 → 12/2017

Triad Advisors, Inc

Norcross, GA
02/2010 → Present

First Financial Coaching, Inc.

Fontana, WI

Previous Registrations

2000-06-20 → 2010-02-09

Osaic Fs, Inc.

Chicago, IL

Chicago, IL

Other Businesses

1-FRANK P. ORZEL & CO.; NON-INVESTMENT RELATED; 208 SO. LASALLE STREET #1320, CHICAGO IL 60604; INSURANCE AGENCY SALES; PRESIDENT/OWNER; 5/20/1981; 100 HRS/MONTH; 50%/DAY; COMPENSATION-COMMISSION FOR NEW BUSINESS; SALES AND SERVICES OF HEALTH, DENTAL, LTC, DISABILITY, LIFE, PRESCRIPTION CARDS & DISCOUNT CARDS BOTH INDIVIDUAL AND GROUP.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2000-05-17
S63	Uniform Securities Agent State Law Examination	1983-02-10

S65 Uniform Investment Adviser Law Examination

2000-05-17
S63 Uniform Securities Agent State Law Examination

1983-02-10

Other Names

Frank P. Orzel

View on SEC IAPD