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Robert Charles Bretl

Wellment Financial

Elmhurst, IL

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Current Employers
Wellment Financial

444 N. York Street, Elmhurst, IL 60126 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2017-08-31
  • IL RA
    APPROVED
    Since 2017-08-31

Branch Locations

444 N. York Street, Elmhurst, IL 60126 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Results One Financial, Llc Elmhurst IL 07/2000 Present
Fsr Wealth Management, Ltd. Elmhurst IL 07/2017 Present
Fsr Certified Public Accountants, Ltd Elmhurst IL 01/2004 Present
  • 07/2000 → Present
    Results One Financial, Llc
    Elmhurst, IL
  • 07/2017 → Present
    Fsr Wealth Management, Ltd.
    Elmhurst, IL
  • 01/2004 → Present
    Fsr Certified Public Accountants, Ltd
    Elmhurst, IL
Previous Registrations
  • 2003-02-21 → 2007-01-18
    Results One Financial, Llc
    Elmhurst, IL
Other Businesses

FSR Certified Public Accountants, Ltd., Non-Investment Related, 444 North York Street, Elmhurst, IL 60126, Certified Public Accounting firm, Client Services Representative, 1/2004 to present, 110 hours/month, 85 hours/month during Business Hours (most of these hours are during tax season, January to April), Tax Return Preparation for Clients.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-31
  • S65 Uniform Investment Adviser Law Examination
    2017-08-31

View on SEC IAPD

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