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Michael Joseph Fry

RWC FOR Life

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About Michael Joseph Fry

Michael Joseph Fry is an active investment advisor representative. Michael is currently registered with RWC For Life in Illinois, Texas and Florida. Michael has also been registered as an investment advisor representative with Ausdal Financial Partners, INC., QA3 FINANCIAL CORP. and FREEDOM FINANCIAL, INC. Michael has over 20 years of experience in the industry. Michael provides a range of services, including financial planning, selection of other advisors and portfolio management for individuals. Michael is a licensed insurance agent and owns Steward Financial Services, INC., an insurance, education and consulting firm. Michael also owns Dashing Upward which focuses on providing financial courses.

Firm Information

Michael Fry is currently registered with RWC FOR Life. RWC FOR Life is a financial advisor serving individuals, high net worth individuals, corporations and charitable organizations. The firm has 2 licensed agents and 2 investment advisor representatives, managing approximately $23.3 million in client assets. They offer a variety of financial planning services, including portfolio management, selection of other advisors, and financial planning.

$23.34M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor or referral fees

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Michael Fry’s Registration & Firm History

IL

03/15/2022 - Present

RWC FOR Life (NAPERVILLE IL)

IL

11/01/2006 - 12/05/2016

AUSDAL FINANCIAL PARTNERS, INC. (NAPERVILLE IL)

IL

10/17/2003 - 10/30/2006

QA3 FINANCIAL CORP. (WARRENVILLE IL)

NE

06/09/2000 - 10/16/2003

FREEDOM FINANCIAL, INC. (OMAHA NE)

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Licenses & Designations

IA

Issued 10/24/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/08/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/05/2016

SIE - Securities Industry Essentials Examination

BC

Issued 12/11/2001

Series 82 - Limited Representative-Private Securities Offerings

BC

Issued 06/08/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Joseph Fry.
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