Frank Vestal

Current Employers

Core Planning

706 N Main St, Ofallon, MO 63366 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2025-04-15
MO	RA	APPROVED	2025-02-21
TX	RA	APPROVED	2025-02-21

AZ RA
APPROVED

Since 2025-04-15
MO RA
APPROVED

Since 2025-02-21
TX RA
APPROVED

Since 2025-02-21

Branch Locations

Kingman, AZ • United States

706 N Main St, Ofallon, MO 63366 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

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

Employment History

Organization	City	State	From	To
11 Financial	Lufkin	TX	06/2024	12/2024
Mohave Valley Fire Department	Mohave Valley	AZ	09/2021	04/2023
Kingman Fire Department	Kingman	AZ	04/2023	03/2024
Full Time Student	Kingman	AZ	06/2014	09/2021
Core Planning Llc	Saint Louis	MO	02/2025	Present

06/2024 → 12/2024

11 Financial

Lufkin, TX
09/2021 → 04/2023

Mohave Valley Fire Department

Mohave Valley, AZ
04/2023 → 03/2024

Kingman Fire Department

Kingman, AZ
06/2014 → 09/2021

Full Time Student

Kingman, AZ
02/2025 → Present

Core Planning Llc

Saint Louis, MO

Previous Registrations

2024-06-25 → 2024-12-31

11 Financial

Lufkin, TX

Kingman, AZ

Other Businesses

Name: CareOnSite Investment related: no Address: 20300 S Vermont Ave, Torrance, CA 90502 Nature of business: occupational health services Position/title: occupational health technician Start Date: 04/25/2024 Number of hours per month: 55 Time during trading hours: one week per month full time from 9:30am - 4pm. Three full weeks off per month. Duties: provide BLS medical services to client on site

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-05-02

S65 Uniform Investment Adviser Law Examination

2024-05-02

View on SEC IAPD