Frank Peter Orzel
Investment Adviser Representative at First Financial Coaching, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Frank Peter Orzel is an investment adviser representative with First Financial Coaching, Inc. in Fontana, WI, where they have been registered since 2010. They have worked in the securities industry since 1976 and were previously registered with Lincoln Financial Securities Corporation. They have passed 4 industry qualification exams, including the Series 65 (investment adviser) and Series 63 (state securities agent). They are registered to provide investment advice in Illinois and Wisconsin.
Registrations & licenses
- Investment adviser:
- Illinois, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Frank P. Orzel & CoJun 1981 – no end date reportedChicago, IL
- Triad Advisors, IncFeb 2010 – Dec 2017Norcross, GA
- First Financial Coaching, Inc.Feb 2010 – no end date reportedFontana, WI
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About First Financial Coaching, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial coaching, life insurance, retirement plans, financial technology, and working with other professionals.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 14
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Mt. Clemens, MI
- SEC file number:
- 801-128612
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 6, 2026
View full firm profileOther advisors at First Financial Coaching, Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Frank Peter Orzel has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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