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Stephen George Francis

FSR Wealth Management, Ltd.

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About Stephen George Francis

Stephen George Francis is an Investment Advisor Representative at FSR Wealth Management, Ltd. Stephen is licensed in Illinois and has been in the industry since May 2018. Stephen is a Series 65 licensed individual and holds a Uniform Investment Adviser Law Examination, which was passed on September 26, 2022. Stephen is also a licensed Insurance Agent through FSR Insurance Planning, Ltd. Stephen has a strong background in financial services and is committed to providing clients with personalized financial advice and planning. Stephen specializes in providing financial planning services for individuals and high-net-worth clients. Stephen has experience in portfolio management, insurance planning, and investment strategies. Stephen is committed to providing clients with the highest level of service and is dedicated to helping clients achieve their financial goals.

Firm Information

Stephen Francis 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.

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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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Stephen Francis’s Registration & Firm History

IL

09/26/2022 - Present

FSR Wealth Management, Ltd. (ELMHURST IL)

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Licenses & Designations

IA

Issued 09/26/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen George Francis.
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