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Frank P. Echelmeyer
CAMELOT PORTFOLIOS
Maumee, OH 43537
Some features on this profile are disabled
CRD#: 4444168
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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.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Frank P Echelmeyer's 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®
NoneExperience
Current
July 14, 2015 - Present
CAMELOT PORTFOLIOS, LLC
Office #1: 1700 Woodlands Dr Suite 100, Maumee, OH 43537RIA
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
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
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
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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)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,651 |
| AUM (Assets Under Management) | $ 295,347,602 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
