Erin Fogarty
Investment adviser representative at Wellment Financial
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Fsr Insurance Planning, Ltd.Jan 2022 to now
- Wellment FinancialSep 2019 to now
- Fsr Wealth Management, LtdJan 2017 to now
- UnemployedJun 2015 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7124120
- Firm CRD
- 166746