Frank S. Shimkus, Jr., CFS, CSA

Frank has been with BBFG since the early 1980’s and is one of the original partners in the firm. He has an accounting degree from the University of Minnesota, along with earning certifications as a Certified Funds Specialist and Certified Senior Advisor*. In addition to assisting clients with his vast tax experience, Frank emphasizes the importance of diversification in the portfolio, risk tolerance, and long term investment, based on Harry Markowitz’ Nobel Prize-winning theory Modern Portfolio Theory. His experience has helped many clients through transitions such retirement, loss of job or spouse, divorce, and other financial challenges. Through his financial and investment planning skills and knowledge, he has earned the distinguished honor of Five Star Wealth Manager each year since 2013. 

He and his wife Pat, reside in Bloomington and have two grown sons, are very active and involved with their church, community, and various charities.

Check the background of this investment professional on FINRA BrokerCheck.



CONTACT INFO

office 952-881-4533  |  toll free 800-728-3448  |  fax 952-888-5115  |  Email Frank

*Certified Senior Advisors (CSA) have supplemented their individual professional licenses, credentials and education with knowledge about aging and working with seniors. Knowing what those licenses, credentialsand education signify. The CSA designation alone does not imply expertise in financial, health or social matters.