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444 N. York Street, Elmhurst, IL 60126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-02 |
| IL | RA | APPROVED | 2016-09-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsr Certified Public Accountants, Ltd. | Elmhurst | IL | 01/2013 | Present |
| Fsr Wealth Management, Ltd. | Elmhurst | IL | 08/2016 | Present |
| Fsr Wealth Management, Ltd. | Elmhurst | IL | 09/2020 | 03/2023 |
| Fsr Insurance Planning, Ltd. | Elmhurst | IL | 02/2017 | Present |
FSR Certified Public Accountants, Ltd., Non-Investment Related, 444 North York Street, Elmhurst, IL 60126, Certified Public Accounting firm, Client Services Representative, 2013 to present, <1 hour/month, <1 hour/month during Business Hours, occasionally will offer clients accounting or tax advice or services. FSR Insurance Planning, Ltd., Investment Related, 444 North York Street, Elmhurst, IL 60126, Insurance agency, Licensed Insurance Agent, Feb 2017 to present, 16 hours/month, 16 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-28 |
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