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FE

Frank P Echelmeyer

CAMELOT PORTFOLIOS
MAUMEE, OH
·CRD# 4444168·25 years registered

Professional Summary

Frank P Echelmeyer, who also goes by Frank-peter Echelmeyer, is a registered financial advisor currently at CAMELOT PORTFOLIOS, LLC located in Maumee, Ohio. Frank is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Frank has worked at 10 firms and has passed the Series 63, Series 65, Series 66, SIE, Series 7 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Frank-Peter Echelmeyer

Blog Corner

More Resources

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

25 years registered in the securities industry

Current & Past Employments

Current

CAMELOT PORTFOLIOS, LLCCurrent·CRD# 145918
RIA
1700 Woodlands Dr Suite 100, Maumee, OH 43537
July 14, 2015 - Present

Past

REALTA EQUITIES, INC.Past·CRD# 23769
BD
Maumee, OH
July 21, 2017 - July 14, 2025
ATLANTIS WEALTH ADVISORS LLCPast·CRD# 169956
RIA
Maumee, OH
September 11, 2017 - December 31, 2023
PURSHE KAPLAN STERLING INVESTMENTSPast·CRD# 35747
BD
Maumee, OH
October 29, 2015 - May 5, 2017
UNITED ADVISORSPast·CRD# 133668
RIA
Toledo, OH
October 10, 2012 - April 22, 2016
SECURITIES AMERICA, INC.Past·CRD# 10205
BD
Maumee, OH
March 15, 2010 - July 13, 2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLCPast·CRD# 2881
RIA
Toledo, OH
April 28, 2009 - June 16, 2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLCPast·CRD# 2881
BD
Toledo, OH
December 12, 2008 - June 16, 2009
MSI FINANCIAL SERVICES, INC.Past·CRD# 14251
BD
Maumee, OH
October 6, 2008 - October 20, 2008
AMERIPRISE FINANCIAL SERVICES, LLCPast·CRD# 6363
RIA
Toledo, OH
October 11, 2001 - October 5, 2005
IDS LIFE INSURANCE COMPANYPast·CRD# 6321
BD
Minneapolis, MN
October 5, 2001 - October 5, 2005
AMERIPRISE FINANCIAL SERVICES, LLCPast·CRD# 6363
BD
Minneapolis, MN
October 5, 2001 - October 5, 2005

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Current Firm

CP
CAMELOT PORTFOLIOS, LLC

CAMELOT PORTFOLIOS, LLC | MUNN WEALTH MANAGEMENT, LLC | MUNN WEALTH MANAGEMENT | MUNN WEALTH ADVISORS

CRD#: 145918 / SEC#: 801-70932
RIA
Registered Investment Advisory firm - SEC (1/4/2010 Approved)
Ohio
Registered Investment Advisory firm - Ohio (1/6/2010 Terminated)
Wisconsin
Registered Investment Advisory firm - Wisconsin (1/6/2010 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

1700 Woodlands Dr Suite 100, Maumee, OH 43537

Phone Number

(419) 794-0538

# of Employees

7

SEC notice filing (18 States and Territories)

Registered to provide investment advisory services in 18 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CAMELOT PORTFOLIOS ADV PART 2A (3/12/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,076

AUM (Assets Under Management)

$272,234,967

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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. Camelot Portfolios, LLC; Investment Related, Address 1700 Woodlands Dr., Suite 100, Maumee, OH 43537, Investment Management, Position: Relationship Manager; Chief Compliance Officer; Start Date: 07/2015, 173 hours devoted a month, All hours during securities trading hours, Duties: Consulting with existing advisors and advisor prospects how to most effectively and efficiently use Camelot Portfolio's resources; oversee and manage the Camelot Portfolios & Affiliates compliance program. 2. Christ the King Parish - Toledo, OH, Endowment Fund, Non-Investment Related, Address: 4100 Harvest Lane, Toledo, OH 43623, Roman Catholic Parish, Position: Trustee, Endowment Fund Board of Trustees, Start Date: 8/2018, 1 hours devoted a month during non-business hours; Duties: oversee endowment. 3. Baby University: 860 Orchard St Toledo, OH 43609, resource for parents to educate them in and facilitate their involvement in their child's early childhood education; www.babyutoledo.org; Position: Trustee, Board of trustees; Start Date: 04/2019; 1 hour per month during non-business hours; Duties: provide guidance to Baby U's Executive Director. 4. Atlantis Wealth Advisors, LLC; 1700 Woodlands Drive Maumee, OH 43537; Outside RIA; atlantiswealthadvisors.com; CCO; no compensation; 3 hours per week during normal trading hours. 5. Munn Wealth Management, LLC; 1700 Woodlands Drive Maumee, OH 43537; Outside RIA conducting financial planning and wealth management for retail clients; munnwealth.com; CCO; 6 hours per week during normal trading hours.

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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".
CP
CAMELOT PORTFOLIOS, LLC

CAMELOT PORTFOLIOS, LLC | MUNN WEALTH MANAGEMENT, LLC | MUNN WEALTH MANAGEMENT | MUNN WEALTH ADVISORS

CRD#: 145918 / SEC#: 801-70932
RIA
Registered Investment Advisory firm - SEC (1/4/2010 Approved)
Ohio
Registered Investment Advisory firm - Ohio (1/6/2010 Terminated)
Wisconsin
Registered Investment Advisory firm - Wisconsin (1/6/2010 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
Ohio
(7/14/2015)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 2010About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed May 2010About the Series 65 exam

Series 66 — Uniform Combined State Law Examination

Passed Oct 2001About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Oct 2008About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Jun 2010About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Frank P Echelmeyer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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