Joseph Montagu Roosevans
Investment adviser representative at Fra Wealth Management LLC
40 yearsExperience
4 statesRegistered in
ChFC®, CFP® certificationDesignations
$112.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
40 years in the industry.
- Fra Wealth Management LLCOct 2016 to now
- Financial Resources of AmericaFeb 1986 to now
Designations
- ChFC®
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 4 states (FL, IL, MO, TX).
Fra Wealth Management LLC
$112.8MAssets managed
910Clients
6Advisers
1 yearIn 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
- 5892820
- Firm CRD
- 284020