Unclaimed Profile

Joshua Edward Bretl

FSR WEALTH MANAGEMENT, LTD.·ELMHURST, Illinois

Series 6, Series 7, Series 63, Series 66Clean record22 years registeredFSR WEALTH MANAGEMENT, LTD.

444 N. YORK STREET, ELMHURST, IL 60126CRD# 4341633Firm CRD# 166746

Profile Verification

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

Identity

Joshua Edward Bretl · ELMHURST, IL

Registration

CRD #4341633 · FSR WEALTH MANAGEMENT, LTD. · 22 years registered

Brand Profile

Not yet started

Career History

WELLMENT FINANCIAL

Jan 2015 – present

GWN SECURITIES INC.

Jan 2008 – Dec 2013

ELMHURST, IL

MULTI-FINANCIAL SECURITIES CORPORATION

Jul 2007 – Jan 2008

ELMHURST, IL

LEGACY ADVISORY SERVICES, INC.

Nov 2006 – Jul 2007

ELMHURST, IL

MTL EQUITY PRODUCTS, INC.

May 2005 – Nov 2006

ELMHURST, IL

RESULTS ONE FINANCIAL, LLC.

May 2004 – Jul 2005

ELMHURST, IL

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · May 3, 2004

Years registered · 22

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 Joshua Edward Bretl offer?

Joshua Edward Bretl specializes in Financial Planning, Investment Management. Contact their office in ELMHURST, Illinois for a consultation.

What are Joshua Edward Bretl's credentials?

Joshua Edward Bretl is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joshua Edward Bretl located?

Joshua Edward Bretl 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 Joshua Edward Bretl charge for services?

Joshua Edward Bretl'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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