About Frisbie Financial
behind the scenes
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.
- 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.
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.
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