Michael Joseph Fry

Employer firm

Rwc For Life CRD 317898

$30.2M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/1993 → Present
  Steward Financial Services, Inc.
  Naperville, IL
• 11/2019 → 04/2022
  Simplicity Wealth, Llc
  Summit, NJ
• 10/2006 → 10/2016
  Ausdal Financial Partners
  Davenport, IA
• 02/2022 → Present
  Retire With Confidence For Life Dba Rwc For Life
  Naperville, IL

Previous Registrations

• 2019-11-11 → 2022-04-29
  Simplicity Wealth
  Summit, NJ
  Naperville, IL
  Naperville, IL

Other Businesses

1) STEWARD FINANCIAL SERVICES, INC.; Investment-related; 2020 Calamos Court, Suite 200, Naperville, IL 60563; Insurance, Education, and Consulting; Owner and President; 05/1993; Approx. 120 hours/month; Approx. 120 hours/month during trading hours; Meet with clients, host workshops, marketing, insurance sales, etc. 2) Michael Fry; Investment-related; 2020 Calamos Court, Suite 200, Naperville, IL 60563; Insurance, Education, and Consulting; Licensed Insurance Agent; 05/1993; Approx. 120 hours/month as Owner and President of Steward Financial Services; Approx. 120 hours/month during trading hours as Owner and President of Steward Financial Services; Meet with clients, host workshops, marketing, insurance sales, etc. 3) Dashing Upward; investment-related; 2020 Calamos Court, Suite 200, Naperville, IL 60563; Creating Financial Course; Owner; 1/2025; Approx. 40 hours/month; 40 hours/month during trading hours; eBook, Budgeting, Financial Course work.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-24
• S63 Uniform Securities Agent State Law Examination
  2000-06-08