Close this search box.

Haana Frank

Sr. Financial Planning Analyst

Haana Frannk



Haana is a problem solver and utilizes her extensive knowledge in holistic financial planning topics to help guide clients toward reaching their goals. She started her career in the financial service industry in 2010. First with a U.S. Bank, she transitioned to wealth management in 2016 at Stifel Nicolaus Investments before joining Mercer Advisors in 2020. Haana graduated with a BA in business administration from the University of Wisconsin-River Falls and is a CERTIFIED FINANCIAL PLANNER™ professional. Outside the office, Haana enjoys spending time with her husband and two young children, playing volleyball, and exploring the beautiful La Crosse area.


600 N. Cleveland Avenue
Suite 140
Westerville, Ohio 43082

Visit Office


39209 Six Mile Road
Suite 210
Livonia, Michigan 48152

Visit Office


1837 East Main Street

Onalaska, Wisconsin 54650

Visit Office


475 North Martingale Road
Suite 300
Schaumburg, Illinois 60173

Visit Office