AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
FE

Frank P. Echelmeyer

CAMELOT PORTFOLIOS
Maumee, OH 43537
Some features on this profile are disabled
CRD#: 4444168
FE

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.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Frank-Peter Echelmeyer

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Frank P Echelmeyer'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®
None

Experience

Current

July 14, 2015 - Present

CAMELOT PORTFOLIOS, LLC

Office #1: 1700 Woodlands Dr Suite 100, Maumee, OH 43537
RIA
CRD#: 145918
Maumee, OH
Past

September 11, 2017 - December 31, 2023

ATLANTIS WEALTH ADVISORS LLC

RIA
CRD#: 169956
MAUMEE, OH
Past

July 21, 2017 - July 14, 2025

REALTA EQUITIES, INC.

BD
CRD#: 23769
Maumee, OH
Past

October 29, 2015 - May 5, 2017

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Maumee, OH
Past

October 10, 2012 - April 22, 2016

UNITED ADVISORS

RIA
CRD#: 133668
TOLEDO, OH
Past

March 15, 2010 - July 13, 2015

SECURITIES AMERICA, INC.

BD
CRD#: 10205
MAUMEE, OH
Past

April 28, 2009 - June 16, 2009

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
TOLEDO, OH
Past

December 12, 2008 - June 16, 2009

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
TOLEDO, OH
Past

October 6, 2008 - October 20, 2008

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
MAUMEE, OH
Past

October 11, 2001 - October 5, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
TOLEDO, OH
Past

October 5, 2001 - October 5, 2005

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

October 5, 2001 - October 5, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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 - (1/4/2010 Approved)
Ohio
Registered Investment Advisory firm - (1/6/2010 Terminated)
Wisconsin
Registered Investment Advisory firm - (1/6/2010 Terminated)

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
Ohio
(7/14/2015)

Exams

State Security Law Exam
RR
Series 63
Date: 9/24/2010
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 5/19/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 10/11/2001
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/3/2008
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 6/30/2010
General Securities Principal Examination

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 - (1/4/2010 Approved)
Ohio
Registered Investment Advisory firm - (1/6/2010 Terminated)
Wisconsin
Registered Investment Advisory firm - (1/6/2010 Terminated)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1700 Woodlands Dr Suite 100, Maumee, OH 43537
Mailing Address
Phone number
(419) 794-0538
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (18 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CAMELOT PORTFOLIOS ADV PART 2A (7/28/2025)

Regulatory assets under management

Total Number of Accounts2,651
AUM (Assets Under Management)$ 295,347,602

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.

Company Information

CAMELOT PORTFOLIOS, LLC

CRD#: 145918Maumee, OH 43537

TRUST BUT VERIFY

Monitor Frank Echelmeyer

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

AL
Annelyn LanuzaAdvisorCheck Check Mark
RBC CAPITAL MARKETS, LLC
IAR
RR
Beverly Hills, CA
Michael Haven Delap
Michael DelapAdvisorCheck Check Mark
OSAIC WEALTH, INC.
PR
SCOTTSDALE, AZ
Joshua Warren Tschirgi
Joshua TschirgiAdvisorCheck Check Mark
INDEPENDENT FINANCIAL GROUP, LLC
IAR
RR
West Linn, OR
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.