Karl Frank

Karl Frank owns A & I Financial Services LLC, a wealth management firm headquartered in Englewood, Colorado. The firm helps successful families and businesses grow and protect their wealth and choose how they want to be taxed.

Karl is a leader in the Denver business and financial planning communities. He serves on the Board of Directors for the Financial Planning Association (FPA) of Colorado, where he helped found Denver Financial Planning Day. He is also a member of the Million Dollar Roundtable, with Top of the Table distinction. He enjoys public speaking and is a contributor to numerous publications.

In addition to his Certified Financial Planner® designation, Karl holds three Masters Degrees. He earned a Masters of Business Administration and Masters of Science in Finance from the University of Denver, Daniels College and Reimann School of Finance. He also has a Master of Arts in English from the University of Colorado at Boulder. He holds FINRA securities licenses 7, 24, 52, 63, 65, as well as his life insurance license.

He lives with his family in Centennial, Colorado, where he enjoys hiking, skiing, golfing, writing and woodworking.

More information about Karl Frank and his expertise is available at www.assetsandincome.com.

Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC. Investment advisory services offered through A & I Financial Services LLC, registered investment advisor.