Meet The Team

Roger D. Frank - rfrank@frankfoxgroup.com

Roger is a managing partner in Frank, Fox & Hoagstrom Financial Group and a financial advisor with Berthel Fisher & Company Financial Services, Inc and BFC Planning. Roger is one of the top producers with Berthel Fisher and has earned the Presidents Club Honor in 2011, 2012, 2013, 2014 & 2015. Roger is the stock market contributor for the "Grow Lincoln" radio show on 1400 am KLIN. As a financial advisor Roger has worked with individuals investing in traditional and non-traditional investments for over 21 years.

Roger currently holds FINRA licenses Series 7, 6, 66 and 63.

 

 

Matthew C. Fox, AAMS - mfox@frankfoxgroup.com

Matt is a managing partner in Frank, Fox & Hoagstrom Financial Group and a financial advisor with Berthel Fisher & Company Financial Services, Inc. As a financial advisor, Matt works closely with clients to properly prepare for their financial futures through traditional and non-traditional investments. Matt brings 12 years of experience in the industry.

Matt currently holds FINRA licenses Series 7, 66 and 63.

 

 

Cory B. Hoagstrom - choagstrom@frankfoxgroup.com

Cory is a managing partner in Frank, Fox & Hoagstrom Financial Group and a financial advisor with Berthel Fisher & Company Financial Services, Inc. As a financial advisor for over 12 years, Cory works closely with families, individuals and small businesses to help secure their financial futures through traditional and non-traditional investments.

 

 

Cory currently holds FINRA licenses Series 7 & 66.

 

Russ Kaplan - russ@russkaplaninvestments.com

Russ joined Frank, Fox & Hoagstrom Financial Group in 2017 and is a partner of the firm.  Previously Russ owned Russ Kaplan Investments, an Investment Advisor firm for over 30 years.  Russ received his Bachelor Degree from the University of Iowa and his MBA from the University of Nebraska.  Russ is located in Omaha, NE and is highly sought after for his stock picking ability and is frequently quoted in the World Herald, Barron's, Bull & Bear, and the Dick Davis report. Russ is a published author and has been the subject of featured articles in local newspapers.

 

Russ currently holds FINRA license Series 65.

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck