Kevin Frank

About Kevin Frank

Momentum Wealth Partners is a full service wealth management firm built on the belief that advisors are the heart of the financial services industry. Navigating the complexities of independence can be daunting. We are dedicated to not just championing our advisors’ success through cutting edge technology, compliance, business consulting and access to state-of-the-art resources and tools, but also providing a holistic approach to organic and inorganic growth. We will support your business by solving for inefficiencies that may present themselves. You are the primary decision maker for your business, and we are here to serve you the same way you serve your clients. This approach creates alignment between every advisor’s professional and personal goals.

Experience

1. Managing Partner & Co-founder

   Momentum Wealth Partners

   Mar 2023 — Present · NJ, US

   Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact’ section. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Education

• Wilbur O. and Ann Powers College of Business at Clemson University

  Bachelor of Science (B.S.), Business Administration and Management, General

  1991 — 1995

• New York Institute of Technology

  Marketing

  1990 — 1991