What departments does Francis have?

Francis has employees across 3 departments including Consultant, Operations, Banking.

What is the largest department at Francis?

The largest department at Francis is Consultant with 2 employees.

Where are Francis employees located globally?

Francis has employees across 2 continents and 2 countries including Pakistan, United States Of America.

How has Francis's team size changed over time?

Francis's team has grown from approximately 26 to 30 employees based on available data.

Francis Employee Directory

Financial ServicesWisconsin, United States11-50 Employees

Francis Investment Counsel is a financial services firm based in Brookfield, Wisconsin, focused on employer-sponsored retirement plans and employee financial wellness. It designs and operates retirement plans and provides financial guidance intended to help employees achieve Work-Life-Money Balance, with access to support at work or on the go. The firm identifies itself as an ERISA fiduciary and serves exclusively employers and their workforces, not individuals, prioritizing direct access to expert advice and customizable solutions aligned with each organization’s culture.

With a small-to-mid-sized team, Francis Investment Counsel operates within the financial services industry, positioning its services around plan design and ongoing financial wellness for workforces. It emphasizes a straightforward, no-conflict, fixed-fee model to support collaboration with client organizations. The firm has earned industry recognition, including Barron’s Top 100 Institutional Consulting Team and Eddy Award honors in 2020 and 2021.

Francis Global Highlights

North America
35

United States Of America
35

Asia
1

Pakistan
1

Francis's Leadership

D. M.
Vice President - Investment Consultant
Mobile Phone
Email
F. L.
President
Mobile Phone
Email
F. T.
Owner
Mobile Phone
Email
D. M.
Vice President- Investment Consultant, Regional Director
Mobile Phone
Email
S. L.
Director Of Operations
Mobile Phone
Email
S. S.
Director Of Operations
Mobile Phone
Email
E. H.
Financial Planner
Mobile Phone
Email
J. R.
Financial Advisor
Mobile Phone
Email

Francis Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Business
Other

Contact profiles from Francis

Name

Title

Contact

Location

Last Update

F. T.
Owner
Mobile Phone
Email
Oct 16, 2024
F. L.
President
Mobile Phone
Email
Oct 22, 2024
D. M.
Vice President - Investment Consultant
Mobile Phone
Email
Oct 22, 2024
D. M.
Vice President- Investment Consultant, Regional Director
Mobile Phone
Email
Jun 25, 2026
S. L.
Director Of Operations
Mobile Phone
Email
Oct 23, 2024
S. S.
Director Of Operations
Mobile Phone
Email
Jun 27, 2025
E. H.
Financial Planner
Mobile Phone
Email
Jun 01, 2026
J. R.
Financial Advisor
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Francis known for?

Francis was founded in 2004 and operates in the Financial Services industry. You can contact Francis's main corporate office by phone at

+1-262-781-****

. Explore Francis's company overview page for more information.

What is Francis's most common email format?

Francis employees' email format typically follows the pattern of First.Last@francisinvco.com. Trying to find reliable and up-to-date employee contact data? Find more Francis email formats with LeadIQ.

How many employees does Francis have currently?

Francis has approximately 33 employees as of August 2026. These team members are located across 2 continents, including North America and Asia.

Who are Francis's key employees and leadership?

As of August 2026, Francis's key employees include:

Vice President - Investment Consultant: D. M.
President: F. L.
Owner: F. T.
Vice President- Investment Consultant, Regional Director: D. M.
Director Of Operations: S. L.

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Francis Employee Directory

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