Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert Charles Bretl

FSR Wealth Management, Ltd.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Robert? Claim Your Profile

About Robert Charles Bretl

Robert Charles Bretl is an Investment Advisor Representative with FSR Wealth Management, Ltd.. Robert has been in the industry since 2000 and holds the Series 65 license. Robert is registered with the state of Illinois. Robert is also associated with FSR Certified Public Accountants, Ltd. and has experience in providing tax return preparation services. Robert is a qualified Investment Advisor Representative specializing in providing financial planning and portfolio management services to individuals and families.

Firm Information

Robert Bretl is currently registered with FSR Wealth Management, Ltd.. FSR Wealth Management, Ltd. is an investment advisor based in Elmhurst, Illinois. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. FSR Wealth Management manages approximately $154.3 million in assets for 950 clients. The firm has 6 licensed agents and 8 investment advisor representatives.
FSR Wealth Management, Ltd.

444 N. YORK STREET

ELMHURST, IL 60126

$154.34M

Assets Under Management

1

Total Clients

8

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Robert Bretl’s Registration & Firm History

IL

08/31/2017 - Present

FSR Wealth Management, Ltd. (ELMHURST IL)

Not sure if Robert Charles Bretl is right for you?

Licenses & Designations

IA

Issued 08/31/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Charles Bretl.
Not sure if Robert Charles Bretl is right for you?