Joshua Edward Bretl
Investment adviser representative at Wellment Financial
21 yearsExperience
2 statesRegistered in
$312.7MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Fsr Insurance Planning, Ltd.Feb 2017 to now
- Wellment FinancialJan 2015 to now
- Fsr Wealth Management, Ltd.Jan 2013 to now
- Fsr Certified Public Accountants, LtdJun 2005 to now
- Self EmployedApr 2011 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Wellment Financial
Legal name: Fsr Wealth Management, Ltd.
$312.7MAssets managed
405Clients
11Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4341633
- Firm CRD
- 166746