FK
CFP
FK
CFP
Frederick Krokenberger is a CFP-designated registered investment advisor at Factorpoint Planning, LLC, based in Naples, FL, with 43 years of industry experience. Frederick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 141 clients with $290M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$287.9M
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Location
Naples, FL
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Factorpoint Planning, LLC
April 2026 - Present · 6 mos
Previous Registrations
Morgan Stanley
March 2018 - April 2026 · 8 yrs 1 mo
Morgan Stanley
March 2017 - December 2017 · 9 mos
Morgan StanleyBroker
June 2009 - April 2026 · 16 yrs 10 mos
Citigroup Global Markets INC.Broker
August 2005 - June 2009 · 3 yrs 10 mos
Morgan Stanley
December 2002 - August 2005 · 2 yrs 8 mos
Morgan Stanley Dw INC.Broker
March 1989 - August 2005 · 16 yrs 5 mos
Thomas James Associates, INC.Broker
January 1989 - March 1989 · 2 mos
Blinder, Robinson & CO., INC.Broker
July 1983 - January 1989 · 5 yrs 6 mos
State Registrations2 states
FLNY
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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