Stephen George Francis

Current Employers

Wellment Financial

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

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2022-09-26

IL RA
APPROVED

Since 2022-09-26

Branch Locations

444 N. York Street, Elmhurst, IL 60126 • 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

Organization	City	State	From	To
Fsr Wealth Strategies	Elmhurst	IL	05/2021	Present
Jm Wilson Corporation	Arlington Heights	IL	05/2018	05/2021
Progressive	Schaumburg	IL	05/2017	05/2018
Avalon Risk Management	Elk Grove Village	IL	06/2013	05/2017
Fsr Insurance Planning, Ltd.	Elmhurst	IL	07/2024	Present

05/2021 → Present

Fsr Wealth Strategies

Elmhurst, IL
05/2018 → 05/2021

Jm Wilson Corporation

Arlington Heights, IL
05/2017 → 05/2018

Progressive

Schaumburg, IL
06/2013 → 05/2017

Avalon Risk Management

Elk Grove Village, IL
07/2024 → Present

Fsr Insurance Planning, Ltd.

Elmhurst, IL

Other Businesses

FSR Insurance Planning, Ltd., Investment Related, 444 North York Street, Elmhurst, IL 60126, Insurance agency, Licensed Insurance Agent, 07/2024 to present, 20 hours/month, 20 hours/month during Business Hours, Insurance planning and implementation.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-09-26

S65 Uniform Investment Adviser Law Examination

2022-09-26

View on SEC IAPD

Current Employers

Wellment Financial

Disclosures

Employment History

Other Businesses

Exams

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