Unclaimed Profile

Frank P Echelmeyer

CAMELOT PORTFOLIOS, LLC·MAUMEE, Ohio

SIE, Series 7, Series 24, Series 63, Series 65, Series 66Clean record24 years registeredCAMELOT PORTFOLIOS, LLC

1700 WOODLANDS DR, MAUMEE, OH 43537CRD# 4444168Firm CRD# 145918

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Frank P Echelmeyer · MAUMEE, OH

Registration

CRD #4444168 · CAMELOT PORTFOLIOS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

CAMELOT PORTFOLIOS, LLC

Jul 2015 – present

ATLANTIS WEALTH ADVISORS LLC

Sep 2017 – Dec 2023

MAUMEE, OH

UNITED ADVISORS

Oct 2012 – Apr 2016

TOLEDO, OH

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

Apr 2009 – Jun 2009

TOLEDO, OH

AMERIPRISE FINANCIAL SERVICES, INC.

Oct 2001 – Oct 2005

TOLEDO, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 66

Registration record

First registered · October 11, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAMELOT PORTFOLIOS, LLC

CRD 145918 · SEC 801-70932

AUM

$306M

Regulatory assets under management

Employees

3,006 client accounts

Services offered by CAMELOT PORTFOLIOS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CAMELOT PORTFOLIOS, LLC →

Introduction

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Frequently Asked Questions

What services does Frank P Echelmeyer offer?

Frank P Echelmeyer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MAUMEE, Ohio for a consultation.

What are Frank P Echelmeyer's credentials?

Frank P Echelmeyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Frank P Echelmeyer located?

Frank P Echelmeyer is based in MAUMEE, Ohio, working with CAMELOT PORTFOLIOS, LLC. Their office serves clients in the MAUMEE metropolitan area and surrounding communities.

How does Frank P Echelmeyer charge for services?

Frank P Echelmeyer's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAMELOT PORTFOLIOS, LLC?

CAMELOT PORTFOLIOS, LLC has approximately 7 employees and manages $306M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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