Joseph Roosevans (CRD# 5892820) is an Investment Advisor Representative working at Fra Wealth Management LLC in O'fallon, IL and has 1 year of experience in the finance industry. Joseph Roosevans has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
CRD# 2390400
Oppenheimer & Company Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Resources Of America | O'fallon, IL | Feb 1986 - Current | 38 |
- IL
- MO
- TX
-
Total Assets Under Management80MILLIONS
-
Total Number of Accounts735ACCOUNTS
-
Average Account Value$108,503
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
IL, MO, TX
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