Frank Tomasello is a ChFC-designated registered investment advisor at Itm, INC. (d/b/a Resource Consultants, INC.), based in Omaha, NE. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Insurance Planning. Their firm serves 27 clients.
Compensation
Firm Size
Number of Clients
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Fee Structure
ITM, Inc. provides an annual sub-account allocation review on variable life insurance policies and variable annuity contracts. This report has a fixed annual fee of $200, typically charged monthly. A client can discontinue the review at any time. In certain circumstances these fees can be negotiable.
Location
2828 South 87th Street, Omaha, NE, 68124
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Itm, INC. (d/b/a Resource Consultants, INC.)
State Registrations1 state
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