About Frisbie Financial

behind the scenes

Wade Frisbie

Wade Frisbie, PPC®

Owner/LPL Financial Advisor

As soon as I moved to Denver in 1998, I knew I was home.  Denver is an amazing place and I am proud to be working and living here.  In 2008 I started with Trilogy Financial because I saw a lack of financial education in the community.  I worked with The LGBTQ Center on financial seminars for elders in the community.  It was an eye-opening experience in how great the need for financial planning is in this community. In 2018 I separated from Trilogy Financial Services and started Frisbie Financial.  This move has given me the freedom to work with and support my clients on an individual basis and still help out our community.

I have many qualifications that help me be a wealth advisor; Series 7, Series 63 and Series 65 with LPL Financial.  I also have my life and health insurance licenses.  I go through extensive continuing education to make sure I am on top of what is changing in the financial world.

Since 1998 I have also been able to give back to my community.  I’ve served:
  • 9 years as a Board Member of The Gay and Lesbian Chamber of Commerce (5 of them as Co-Chairman)
  • 3 years on Denver Mayor Hancock’s LGBT Commission
  • 4 years on the Minority Coalition of Chamber as Treasurer
  • 4 years as Treasurer of the Rocky Mountain Arts Association 
  • 2 years as Vice President and then President of the Denver Professional Men’s Club

PPC® is a Professional Plan Consultant, it is an earned designation. As part of my retirement plan advisory business, I am knowledgeable of ERISA requirements for employer-sponsored retirement plans and I am able to carry out the fiduciary standards of the plan.

Wade Frisbie

I am excited to be able to help and give back to the people in my community. Please reach out to me with any questions or concerns you may have with your financial planning.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Read about Wade accepting the Person of the Year Award from the Colorado LGBTQ Chamber of Commerce and OutFront, Colorado’s premiere LGBTQ publication.

Frisbie Financial Mission/Vision Statement

Providing my clients the highest level of service in financial planning, working with them in the pursuit of both their short term and long term financial goals.