Broker Check
Frank  Shoener

As an Equitable Advisors Financial Professional and active member of the Fort Wayne community, I am dedicated to helping individuals and businesses build their financial futures. Areas I am experienced in include:

  • Wealth Management and Investment Planning
  • Retirement Planning
  • Business and Estate Planning Strategies
  • Development of Retirement Plans for Businesses
  • Group Health and Other Employee Benefit Programs*

After graduating from the University of Evansville in 1978, I spent several years in private and public accounting. While in my current role my company achievements include:

  • 7 Time Centurion
  • 5 President's Cabinet Awards
  • 5 National Leader Corps Awards
  • 1999, Entered the Hall of Fame
  • 2004, Superior Achievement Award
  • 9 Circle of Excellence Awards
  • 3 Summit Awards
  • 2009 Distinguished Service Award
  • 2014 Silver Medal of Honor
  • 2014 Veteran Service Award
  • 3 Bronze Eagle Awards
  • 2021 Hallmark 5

Maintaining a strong sense of community and a solid professional foundation are very important to me. My community activities and professional affiliations include:

  • AICPA and Indiana CPA Society
  • Institute of Certified Financial Planners
  • Fort Wayne Estate Planning Council
  • Fort Wayne Breakfast Sertoma Club
  • Attend The Chapel

I have been awarded the title of Retirement Planning Specialist by Equitable Advisors based on the receipt of a Wharton Certificate in Retirement Planning.

 

In my leisure time, I enjoy traveling, golfing, fishing, bicycling and spending time with my family.

Equitable Advisors and its affiliates and associates do not provide tax or legal advice.

* Products offered through Equitable Network, LLC and its insurance agency subsidaries.

Retirement Planning Specialist title awarded by Equitalbe Advisors, based upon reciept of a Certificate of Retirment Planning from the Wharton School of the University of Pennsylvania.

 

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.