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Scott Edward Bretl

Wellment Financial

Elmhurst, IL

Osprey, FL

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Current Employers
Wellment Financial

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-04-28
IL RA APPROVED 2017-07-12
  • FL RA
    APPROVED
    Since 2022-04-28
  • IL RA
    APPROVED
    Since 2017-07-12

Branch Locations

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

Osprey, FL • 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
Self Employed Elmhurst IL 10/1992 01/2017
Global Financial Private Capital Sarasota FL 10/2012 06/2017
Fearless Leader Marketing, Llc Osprey FL 06/2025 Present
Fsr Wealth Management, Ltd. Elmhurst IL 07/2017 Present
Fsr Certified Public Accountants, Ltd Elmhurst IL 01/2004 05/2021
Fsr Insurance Planning, Ltd. Elmhurst IL 02/2017 Present
  • 10/1992 → 01/2017
    Self Employed
    Elmhurst, IL
  • 10/2012 → 06/2017
    Global Financial Private Capital
    Sarasota, FL
  • 06/2025 → Present
    Fearless Leader Marketing, Llc
    Osprey, FL
  • 07/2017 → Present
    Fsr Wealth Management, Ltd.
    Elmhurst, IL
  • 01/2004 → 05/2021
    Fsr Certified Public Accountants, Ltd
    Elmhurst, IL
  • 02/2017 → Present
    Fsr Insurance Planning, Ltd.
    Elmhurst, IL
Previous Registrations
  • 2012-10-25 → 2017-12-31
    Global Financial Private Capital, Inc.
    Elmhurst, IL
    Sarasota, FL
  • 2008-01-15 → 2008-02-27
    Elmhurst, IL
    Palm Beach Gardens, FL
    Palm Beach Gardens, FL
  • 2007-07-18 → 2008-01-30
    Cetera Advisors Llc
    Greenwood Village, CO
    Elmhurst, IL
  • 2006-11-14 → 2007-07-18
    Legacy Advisory Services, Inc.
    Elmhurst, IL
  • 2005-05-12 → 2006-11-06
    Brooklight Place Securities, Inc.
    Oak Brook, IL
    Elmhurst, IL
  • 2000-12-05 → 2005-07-13
    Results One Financial, Llc
    Elmhurst, IL
  • 2004-10-04 → 2005-05-09
    Waterstone Financial Group, Inc.
    Elmhurst, IL
Other Businesses

1.) FSR Insurance Planning Ltd, Investment Related, 444 North York Street, Elmhurst, IL 60126, Insurance Agency, Licensed Insurance Agent, 02/2017 to present, 10 hours per month, 10 hours/month during business hours, Insurance planning and implementation 2.) Chikaming Country Club, not investment related, 15029 Lakeside Rd, Lakeside, MI 49116, Country Club, Treasurer, 11/2023, 8 hours per month, 0 hours/month during business hours, prepare budgets, finance committee, review financials. 3.) Fearless Leader Marketing, LLC, not investment related, Osprey, FL 34229, Financial Consulting, Owner and Manager, 6/2025, 30 hours per month, 30 hours per month during trading hours, provide recommendations to financial service professionals.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-10-03
S63 Uniform Securities Agent State Law Examination 1990-11-07
  • S65 Uniform Investment Adviser Law Examination
    2012-10-03
  • S63 Uniform Securities Agent State Law Examination
    1990-11-07

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