Franklin A. Banfer

SCHORN WEALTH

Englewood, FL 34223

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CRD#: 1423950

Professional summary

Franklin Arthur Banfer II, CFP®, who also goes by Franklin Arthur II Banfer, Tiger Banfer, is a registered financial advisor currently at SCHORN WEALTH located in Englewood, Florida.

Franklin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Franklin has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Franklin Arthur Ii Banfer | Tiger Banfer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

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; .

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Franklin Arthur Banfer II's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

January 26, 2023 - Present

SCHORN WEALTH

Office #1: 33 South Indiana Avenue, Englewood, FL 34223

RIA

CRD#: 304104

Englewood, FL

Past

February 23, 2007 - May 10, 2022

CADARET, GRANT & CO., INC.

RIA

CRD#: 10641

JOHNSTOWN, PA

Past

October 28, 1988 - May 10, 2022

CADARET, GRANT & CO., INC.

CRD#: 10641

JOHNSTOWN, PA

Past

August 15, 1988 - November 17, 1988

FOCUS SECURITIES, INC.

CRD#: 15023

Past

November 20, 1985 - August 30, 1988

PW SECURITIES, INC.

CRD#: 6775

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SCHORN WEALTH

CRD#: 304104 / SEC#: 801-116818

RIA

Registered Investment Advisory firm - (6/21/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(1/26/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/26/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/27/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/16/1985

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/1/1996

General Securities Principal Examination

Current Firm

SCHORN WEALTH

CRD#: 304104 / SEC#: 801-116818

RIA

Registered Investment Advisory firm - (6/21/2019 Approved)

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Contact information

Main Address

33 South Indiana Avenue, Englewood, FL 34223

Mailing Address

Phone number

(610) 399-1500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV BROCHURE (3/17/2025)

Regulatory assets under management

Total Number of Accounts	1,620
AUM (Assets Under Management)	$ 367,750,871

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Franklin A. Banfer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Franklin Arthur Banfer II's CRS (Customer Relationship Summary).

Certified licenses

Experience

CADARET, GRANT & CO., INC.

CADARET, GRANT & CO., INC.

FOCUS SECURITIES, INC.

PW SECURITIES, INC.

Primary Firm SEC Registration

SCHORN WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 8/26/1999

Series 63

Date: 11/27/1985

SIE

Date: 10/1/2018

Series 7

Date: 11/16/1985

Series 24

Date: 11/1/1996

Current Firm

SCHORN WEALTH

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SCHORN WEALTH

TRUST BUT VERIFY

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