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Francis LLC CRD 130687
98 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
19435 W. Capitol Drive, Brookfield, WI 53045 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-12-04 |
| ND | RA | APPROVED | 2025-12-04 |
| OK | RA | APPROVED | 2025-12-04 |
| WI | RA | APPROVED | 2025-12-04 |
| SD | RA | APPROVED | 2023-03-22 |
| IL | RA | APPROVED | 2023-03-14 |
| VA | RA | APPROVED | 2023-03-14 |
Branch Locations
19435 W. Capitol Drive, Brookfield, WI 53045 • United States
8530 Eagle Point Blvd, Lake Elmo, MN 55042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Francis Investment Counsel Llc | Brookfield | WI | 05/2019 | Present |
| Milliman, Inc. | Minneapolis | MN | 05/2004 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-14 |
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