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Fra Wealth Management LLC CRD 284020
$113M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
805 W. Hwy 50 Ste. B, O'FAllon, IL 62269 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-25 |
| TX | RA | APPROVED | 2019-07-09 |
| MO | RA | APPROVED | 2018-08-07 |
| IL | RA | APPROVED | 2016-10-28 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Resources Of America | O'FAllon | IL | 02/1986 | Present |
Financial Resources of America; Is Investment-Related. 805 West US Highway 50, O'Fallon, IL 62269; Insurance Agency; President from 02/1986-Present; Holds CFP; 35 hrs/wk. No securities; Oversee operations and sell insurance. FRA Trust, LLC; not investment related. 805 West US Highway 50, O'Fallon, IL 62269, Estate Planning, Trust Representative Office. President from 11/2015; 5 hrs/wk. No securities; Oversee operations.
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