Unclaimed Profile

Brian J Szymczak

FSR WEALTH MANAGEMENT, LTD.·ELMHURST, Illinois

Series 65Clean record4 years registeredFSR WEALTH MANAGEMENT, LTD.

444 N. YORK STREET, ELMHURST, IL 60126CRD# 7178602Firm CRD# 166746

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian J Szymczak · ELMHURST, IL

Registration

CRD #7178602 · FSR WEALTH MANAGEMENT, LTD. · 4 years registered

Brand Profile

Not yet started

Career History

WELLMENT FINANCIAL

Sep 2021 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 20, 2021

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FSR WEALTH MANAGEMENT, LTD.

CRD 166746 · SEC 801-122241

AUM

$154M

Regulatory assets under management

Employees

950 client accounts

Services offered by FSR WEALTH MANAGEMENT, LTD.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FSR WEALTH MANAGEMENT, LTD. →

Introduction

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Frequently Asked Questions

What services does Brian J Szymczak offer?

Brian J Szymczak specializes in Financial Planning, Investment Management. Contact their office in ELMHURST, Illinois for a consultation.

What are Brian J Szymczak's credentials?

Brian J Szymczak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian J Szymczak located?

Brian J Szymczak is based in ELMHURST, Illinois, working with FSR WEALTH MANAGEMENT, LTD.. Their office serves clients in the ELMHURST metropolitan area and surrounding communities.

How does Brian J Szymczak charge for services?

Brian J Szymczak's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FSR WEALTH MANAGEMENT, LTD.?

FSR WEALTH MANAGEMENT, LTD. has approximately 14 employees and manages $154M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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