JR
Joseph M. Roosevans
FRA WEALTH MANAGEMENT LLC
O'fallon, IL 62269
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CRD#: 5892820
JR
Professional summary
Joseph Montagu Roosevans, CFP®, who also goes by Joseph Montague Roosevans, Joe Roosevans, is a registered financial advisor currently at FRA WEALTH MANAGEMENT LLC located in O'fallon, Illinois.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Joseph has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joseph Montague Roosevans | Joe Roosevans
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Montagu Roosevans's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1993
Experience
Current
October 28, 2016 - Present
FRA WEALTH MANAGEMENT LLC
Office #1: 805 W. Hwy 50 Ste. B, O'fallon, IL 62269RIA
CRD#: 284020
O'fallon, IL
Past
February 15, 2011 - December 14, 2011
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
RIA
CRD#: 132070
O'FALLON, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FW
FRA WEALTH MANAGEMENT LLC
FRA WEALTH MANAGEMENT LLC
CRD#: 284020 / SEC#: 801-132681
RIA
Registered Investment Advisory firm - (5/8/2025 Approved)Florida
Registered Investment Advisory firm - (5/29/2025 Terminated)Illinois
Registered Investment Advisory firm - (5/29/2025 Terminated)Missouri
Registered Investment Advisory firm - (5/29/2025 Terminated)Texas
Registered Investment Advisory firm - (5/29/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(7/25/2024)
IAR
Illinois(10/28/2016)
IAR
Missouri(8/7/2018)
IAR
Texas(7/9/2019)
Exams
Current Firm
FW
FRA WEALTH MANAGEMENT LLC
FRA WEALTH MANAGEMENT LLC
CRD#: 284020 / SEC#: 801-132681
RIA
Registered Investment Advisory firm - (5/8/2025 Approved)Florida
Registered Investment Advisory firm - (5/29/2025 Terminated)Illinois
Registered Investment Advisory firm - (5/29/2025 Terminated)Missouri
Registered Investment Advisory firm - (5/29/2025 Terminated)Texas
Registered Investment Advisory firm - (5/29/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
805 W. Hwy 50 Ste. B, O'fallon, IL 62269
Mailing Address
Phone number
(888) 915-0930
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 735 |
| AUM (Assets Under Management) | $ 100,040,594 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
FRA WEALTH MANAGEMENT LLC
CRD#: 284020O'fallon, IL 62269TRUST BUT VERIFY
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