Unclaimed Profile

Brian J Szymczak

FSR WEALTH MANAGEMENT, LTD.·ELMHURST, Illinois

Clean recordFSR 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.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Brian J Szymczak is a registered financial advisor based in ELMHURST, Illinois, affiliated with FSR WEALTH MANAGEMENT, LTD.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

FSR WEALTH MANAGEMENT, LTD.

AUM

$154M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FSR WEALTH MANAGEMENT, LTD. →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 7178602

Firm CRD# 166746

View on FINRA BrokerCheck →

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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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