Franz Tatum Wealth Management partnered with The Wealth Consulting Group, to provide additional resources for our clients. The Wealth Consulting Group has a network of experienced independent financial advisors throughout the United States. Since 1995, Wealth Consulting Group has been a boutique wealth management firm offering high net worth individuals and companies access to a powerful combination of financial services, talent, and national resources.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.For more information about LPL Financial, visit www.lpl.com.
CFP Board is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics and other requirements for CFP® certification. Our mission is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning. The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by CFP Board, CFP Board’s Standards of Professional Conduct require CFP® professionals to act in their client’s best interests.
***Held by Gloria R. Franz and Amber Kodad