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Joseph Montagu Roosevans

Fra Wealth Management LLC

O'FAllon, IL

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Current Employers
Fra Wealth Management Llc

805 W. Hwy 50 Ste. B, O'FAllon, IL 62269 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-07-25
TX RA APPROVED 2019-07-09
MO RA APPROVED 2018-08-07
IL RA APPROVED 2016-10-28
  • FL RA
    APPROVED
    Since 2024-07-25
  • TX RA
    APPROVED
    Since 2019-07-09
  • MO RA
    APPROVED
    Since 2018-08-07
  • IL RA
    APPROVED
    Since 2016-10-28

Branch Locations

805 W. Hwy 50 Ste. B, O'FAllon, IL 62269 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial Yes
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Resources Of America O'FAllon IL 02/1986 Present
  • 02/1986 → Present
    Financial Resources Of America
    O'FAllon, IL
Previous Registrations
  • 2011-02-15 → 2011-12-14
    Global Financial Private Capital, Inc.
    O'FAllon, IL
    Sarasota, FL
Other Businesses

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.

Designations
Other Names
  • Joe Roosevans
  • Joseph Montague Roosevans

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