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We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities and investment advisory services offered through NEXT Financial Group, Inc., Member FINRA / SIPC.

Innovative Premier Financial Services is not an affiliate of NEXT Financial Group, Inc.

To view NEXT Financial Group’s privacy policy and other important information, visit the “Customers” section of

Investment Produces and services are available only to residents of the following States:

            Alaska, Arizona, California, District of Columbia, Florida, Hawaii, Louisianna, Maryland, Michigan,  Minnesota, Nevada, New Jersey, New York, North Carolina, South Carolina, Ohio, Texas, Virgina, Wyoming.

David Frank, Kathryn Frank & IPFS is licensed to sell insurance products in; Texas, New York, New Jersey, Tennessee, Florida, Kentucky, Michigan, Louisianna, Arkansas and Wisconsin.


13105 Northwest Freeway
Suite 1250
Houston, TX 77040
United States

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Our mission is to get to know and understand your wants, and long-term goals. From a macro-management relationship we want to help you develop, implement, and monitor a comprehensive strategy that’s designed to address your specific situation.