Franklin Arthur Banfer

Employer firm

Schorn Wealth CRD 304104

$392M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 10/1988 → 05/2022
  Cadaret, Grant & Co., Inc.
  Johnstown, PA
• 03/2002 → Present
  Franklin A. Banfer, Cfp
  Johnstown, PA
• 05/2022 → Present
  Fiduciary Planning Llc
  Englewood, FL

Previous Registrations

• 2007-02-23 → 2022-05-10
  Cadaret, Grant & Co., Inc.
  Johnstown, PA
  Syracuse, NY
  Syracuse, NY

Other Businesses

1) 100% OWNER OF OFFICE BUILDING LOCATED AT 139 CLINTON ST, JOHNSTOWN, PA, START 8/98, 0% OF TIME DEVOTED TO ACTIVITY, NON-INVESTMENT RELATED; .

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-26
• S63 Uniform Securities Agent State Law Examination
  1985-11-27

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Tiger Banfer
• Franklin Arthur Ii Banfer