Joshua Edward Bretl

Current Employers

Employment History

• 01/2013 → Present
  Fsr Wealth Management, Ltd.
  Elmhurst, IL
• 06/2005 → Present
  Fsr Certified Public Accountants, Ltd
  Elmhurst, IL
• 02/2017 → Present
  Fsr Insurance Planning, Ltd.
  Elmhurst, IL
• 04/2011 → 01/2017
  Self Employed
  Elmhurst, IL

Previous Registrations

• 2008-01-15 → 2013-12-31
  Gwn Securities Inc.
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
  Elmhurst, IL
• 2007-07-18 → 2008-01-30
  Cetera Advisors Llc
  Greenwood Village, CO
  Elmhurst, IL
• 2006-11-14 → 2007-07-18
  Legacy Advisory Services, Inc.
  Elmhurst, IL
• 2005-05-12 → 2006-11-06
  Brooklight Place Securities, Inc.
  Elmhurst, IL
  Elmhurst, IL
• 2004-05-03 → 2005-07-13
  Results One Financial, Llc
  Elmhurst, IL

Other Businesses

1.) FSR Certified Public Accountants, Ltd., Non-Investment Related, 444 North York Street, Elmhurst, IL 60126, Certified Public Accounting firm, Client Services Representative, 6/2005 to present, 13 hours/month, 13 hours/month during Business Hours, Tax Return Preparation for Clients. 2.) FSR Insurance Planning, Ltd., Investment Related, 444 North York Street, Elmhurst, IL 60126, Insurance agency, Licensed Insurance Agent, 2/2017 to present, 15 hours/month, 15 hours/month during Business Hours, Assist with sales of life insurance and fixed annuity products, Service and Support for clients with life insurance and fixed annuity products. 3.) Community Bank of Elmhurst, Non-Investment Related, 133 N. York St, Elmhurst, IL 60126, Bank, Board of Directors, 11/2018 to present, 3 hours/month, 2 hours/month during Business Hours, attends meetings and does not include any investment advice. 4.) Ter Jer Condo, LLC., Non-Investment Related, 444 N. York St, Elmhurst, IL 60126 Owner, 6/2021 to present, 1 hour/month, 1 hour/month during Business Hours, Collect and pay taxes and HOA fees.

Exams

• S66 Uniform Combined State Law Examination
  2003-10-23
• S63 Uniform Securities Agent State Law Examination
  2001-03-15