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A&I Financial Services LLC
Englewood, CO

Karl Frank

AIF®, CFP®
We help a small number of successful families grow and protect their investments and choose how they want to be taxed.
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Meet Karl

Wealth Management Process - Karl Frank
Wealth Management Process - Karl Frank
Million Dollar Round Table 2013 - Karl Frank
Million Dollar Round Table 2013 - Karl Frank
Transforming Conversations About Money - Karl Frank
Transforming Conversations About Money - Karl Frank
Video Transcripts

Karl Frank, Certified Financial Planner®, AIF®, MSF, MBA, MA, is the President of A&I Financial Services LLC, a Colorado company that helps a small number of successful families grow and protect their investments and choose how they want to be taxed. Karl specializes in the unloved business owners near Lone Tree, Colorado.

Karl is a leader and a giver in the Denver community. He served as the 2014 President of…

Karl Frank, Certified Financial Planner®, AIF®, MSF, MBA, MA, is the President of A&I Financial Services LLC, a Colorado company that helps a small number of successful families grow and protect their investments and choose how they want to be taxed. Karl specializes in the unloved business owners near Lone Tree, Colorado.

Karl is a leader and a giver in the Denver community. He served as the 2014 President of the Financial Planning Association (FPA) of Colorado and held numerous Director roles for this, and other, non-profit organizations. He launched Denver Financial Planning Day in 2009, bringing together the best CFPs in Colorado and providing advice to everyone, whether they are homeless or have millions in their checking accounts. This annual event has since blossomed into a model for other cities around the USA. Karl was nominated by his peers as a "Leader in the Profession" and is profiled in the June 2012 edition of the Journal of Financial Planning for "Going the Extra Mile." He also serves as a resource for non-profits through Social Venture Partners, a philanthropic program of the Denver Foundation.

At a national level, Karl also volunteers for professional organizations in the field of financial planning. He has served as an Ambassador for the national Certified Financial Planner® (CFP) Board since 2014. In 2018, Karl joined the board of the Financial Planning Association at the national level.

Karl’s business success is recognized by his peers. He was a Top of the Table member of the Million Dollar Roundtable (MDRT) for ten years, achieving lifetime membership status. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business. Additionally, he is among the top representatives at his broker dealer, Geneos, a five-time winner of broker dealer of the year.

Karl is the author of Go Tax Free and an editor of Tax Facts for 2013 and 2014. He has written numerous articles that appear in publications like the Denver Business Journal and Denver Post. His exit planning work for business owners was featured in Financial Advisor Magazine and Investment Advisor Magazine.
Karl is an accomplished public speaker. In 2013, he spoke at the MDRT annual convention about tax planning and retirement strategies to a group of over 1,000 financial professionals. Speaking at MDRT is a prestigious honor. He frequently appears on local television stations, including KCNC 4, KUSA 9, Fox 31 and others.

Karl’s education includes a Certified Financial Planner® designation and three Masters Degrees. He earned a Master of Business Administration and Masters of Science in Finance from the University of Denver, Daniels College and Reimann School of Finance. He also has a Master of Arts in English from the University of Colorado at Boulder. He holds FINRA securities licenses 7, 24, 52, 63, 65, as well as his life insurance license.
A Colorado native, Karl loves mountain sports, especially hiking and skiing. He also enjoys coaching youth football and writing. His goal is to bicycle to work every day of the week. Karl and his family live in Greenwood Village, Colorado.


Services offered

Investment Management
Financial Planning
Retirement Planning
Tax Planning
College Planning
Socially Responsible Investing

Experience with

Small business owners
Business executives

Fee structure

Based on % of assets
Fee & Commission

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
AIF® - Accredited Investment Fiduciary®

Memberships

FPA - Financial Planning Association

Education

MS - University of Denver
MBA - University of Denver
MA - University of Colorado Boulder
Bachelors - University of Colorado Boulder
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