Brian J Szymczak
Investment adviser representative at Wellment Financial
10 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
10 years in the industry.
- Wellment FinancialSep 2021 to now
- Fsr Insurance Planning, Ltd.Dec 2018 to now
- Fsr Wealth Management, Ltd.Aug 2018 to now
- Portfolio Solutions GroupApr 2016 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
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
- 7178602
- Firm CRD
- 166746