Katie Berganske-Frank

Director of Business Development and Brand Management at Clearwater Capital Partners - Hoffman Estates, IL, US

Katie Berganske-Frank's Colleagues at Clearwater Capital Partners

Savannah Deville

client experience specialist

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Nicole Zientek

operations specialist

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Juliann Brown

Client Experience Specialist

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Greg Davis

Partner - Senior Wealth Advisor

Contact Greg Davis

Rocky CIMA

Portfolio Management Analyst

Contact Rocky CIMA

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Katie Berganske-Frank's Contact Details

Email (Verified)
***@ccpwealth.com

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Mobile Number
(XXX) XXX-XXXX

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HQ
N/A

Location

Company
Clearwater Capital Partners

Katie Berganske-Frank's Company Details

Clearwater Capital Partners

Hoffman Estates, IL, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

Clearwater Capital Partners is a locally owned, privately held, independent wealth management firm. We are a Registered Investment Adviser regulated by the Securities Exchange Commission. Our firm provides comprehensive wealth management services to individuals, non-profit organizations, endowments, qualified plans, and successful businesses. Our services help simplify the increasing demands and complexities related to making sound financial decisions. As an independent advisory firm, we embrace the fiduciary responsibilities we have for our clients and are free to deliver solutions that we believe best reflect their unique needs. Our mission is to help our clients achieve clarity in a complex world. DISCLOSURE: Investment Advice offered through Clearwater Capital Partners a Registered Investment Advisor. Clearwater Capital Partners is an Investment Advisory firm located and registered in IL.

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Details about Clearwater Capital Partners

Frequently Asked Questions about Katie Berganske-Frank

Katie Berganske-Frank currently works for Clearwater Capital Partners.

Katie Berganske-Frank's role at Clearwater Capital Partners is Director of Business Development and Brand Management.

Katie Berganske-Frank's email address is ***@ccpwealth.com. To view Katie Berganske-Frank's full email address, please signup to ConnectPlex.

Katie Berganske-Frank works in the Investment Management industry.

Katie Berganske-Frank's colleagues at Clearwater Capital Partners are Savannah Deville, Nicole Zientek, Toula Maheras, Christina Chao, Juliann Brown, Greg Davis, Rocky CIMA and others.

Katie Berganske-Frank's phone number is ["+13302897620"]