Joshua
Bretl

Fsr Wealth Management, LTD

CRD#4341633
Investment Advisor
in Elmhurst, IL

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About this Advisor

Joshua Bretl is a financial advisor based in Elmhurst, Illinois, working with Fsr Wealth Management, LTD. Joshua has previously held positions at Fsr Wealth Management, LTD, Fsr Certified Public Accountants, LTD, and Fsr Insurance Planning, LTD. Joshua has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Illinois. Currently, Joshua is part of Fsr Wealth Management, LTD, which operates out of Elmhurst, Illinois. The firm has 1 office and 14 employees. The firm manages assets totaling $154.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Fsr Wealth Management, LTD includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

444 N. York Street
Elmhurst, IL 60126

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Fsr Wealth Management, LTD Brokerage Details

Total Assets Under Management

$154,344,009

IL Average: $6,674,516,078
Total Number of Employees

14

IL Average: 44
Total Number of Accounts

950

IL Average: 2,564
Average Account Size

$162,467

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Joshua Bretl Work History

2017 - Present (7 years)

Fsr Insurance Planning, LTD

2013 - Present (11 years)

Fsr Wealth Management, LTD

2005 - Present (19 years)

Fsr Certified Public Accountants, LTD

Disclosures

Please visit the SEC profile of Joshua Bretl to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fsr Wealth Management, LTD

Brian Szymczak
Elmhurst, IL
Sean Papreck
Elmhurst, IL
Stephen Francis
Elmhurst, IL
Erin Fogarty
Elmhurst, IL
Joshua Bretl
Elmhurst, IL
Robert Bretl
Elmhurst, IL
Charles Carey
Elmhurst, IL
Scott Bretl
Elmhurst, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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