Unclaimed Profile

Stephen Neil Frank

INVESTMENT PARTNERS LTD·NEW PHILADELPHIA, Ohio

SIE, Series 6, Series 7, Series 22, Series 63Clean record26 years registeredINVESTMENT PARTNERS LTD

419 W HIGH AVE, NEW PHILADELPHIA, OH 44663CRD# 1800138Firm CRD# 108913

Profile Verification

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

Identity

Stephen Neil Frank · NEW PHILADELPHIA, OH

Registration

CRD #1800138 · INVESTMENT PARTNERS LTD · 26 years registered

Brand Profile

Not yet started

Career History

EMVISION CAPITAL ADVISORS, LLC

Jan 2026 – present

COMMONWEALTH FINANCIAL NETWORK

Jan 2008 – present

COMMONWEALTH FINANCIAL NETWORK

Jan 2008 – present

EMVISION CAPITAL ADVISORS, LLC

Sep 2025 – Dec 2025

AURORA, OH

INVESTMENT PARTNERS LTD

Jan 2019 – Oct 2024

DUBLIN, OH

MML INVESTORS SERVICES, INC.

Dec 1999 – Feb 2008

DUBLIN, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 63

Registration record

First registered · December 7, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INVESTMENT PARTNERS LTD

CRD 108913 · SEC 801-55069

AUM

$646M

Regulatory assets under management

Employees

1,702 client accounts

Services offered by INVESTMENT PARTNERS LTD

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INVESTMENT PARTNERS LTD →

Introduction

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Frequently Asked Questions

What services does Stephen Neil Frank offer?

Stephen Neil Frank specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEW PHILADELPHIA, Ohio for a consultation.

What are Stephen Neil Frank's credentials?

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

Where is Stephen Neil Frank located?

Stephen Neil Frank is based in NEW PHILADELPHIA, Ohio, working with INVESTMENT PARTNERS LTD. Their office serves clients in the NEW PHILADELPHIA metropolitan area and surrounding communities.

How does Stephen Neil Frank charge for services?

Stephen Neil Frank's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INVESTMENT PARTNERS LTD?

INVESTMENT PARTNERS LTD has approximately 20 employees and manages $646M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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