Steven L. Frank,  CFP<sup>&reg;</sup> - Financial Advisor

Steven L. Frank, CFP®

Senior Vice President - Investments

Wells Fargo Advisors (Wells Fargo Clearing Services, LLC)

255 E Fifth St, 1400 Chemed Center
Cincinnati, OH 45202
(513) 651-6561


Steven Frank is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wells Fargo Advisors (Wells Fargo Clearing Services, LLC) in Cincinnati, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications


Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Wells Fargo Advisors Financial Network, LLC

Financial Advisor's Specialties

Budget & Debt Management, Attending College, Charitable & Planned Giving, Banking, Career Change, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Job Loss, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth


Helpful Financial Planning Resources