FSR WEALTH MANAGEMENT, LTD.
Legal name: FSR WEALTH STRATEGIES
CRD #166746 SEC #801-122241 ELMHURST, IL 630-993-8200
SEC Registered
Total AUM
$237.1M
Discretionary
$237.1M
Employees
16
Clients
10
Accounts
1,087
Firm Details
- Organization Type
- Corporation
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 1, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Papreck, Sean, Thomas | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Papreck, Sean, Thomas | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Papreck, Sean, Thomas | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SZYMCZAK, BRIAN, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SZYMCZAK, BRIAN, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SZYMCZAK, BRIAN, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SZYMCZAK, BRIAN, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SZYMCZAK, BRIAN, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SZYMCZAK, BRIAN, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRETL, JOSHUA, EDWARD | I | PRESIDENT | E | Control |
| BRETL, JOSHUA, EDWARD | I | PRESIDENT | E | Control |
| BRETL, JOSHUA, EDWARD | I | PRESIDENT | E | Control |
| BRETL, JOSHUA, EDWARD | I | PRESIDENT | E | Control |
| BRETL, JOSHUA, EDWARD | I | PRESIDENT | E | Control |
| BRETL, JOSHUA, EDWARD | I | PRESIDENT | E | Control |
| BRETL, JOSHUA, EDWARD | I | PRESIDENT | E | Control |
| BRETL, JOSHUA, EDWARD | I | PRESIDENT | E | Control |
| BRETL, JOSHUA, EDWARD | I | PRESIDENT | E | Control |
Registrations
Federal
IA
May 1, 2025 REGISTERED
Notice Filings (6)
FL IL IN LA NE TX
Address
444 N. YORK STREETELMHURST, IL 60126
United States
Phone: 630-993-8200