Stephen George Francis
Investment adviser representative at Wellment Financial
13 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
13 years in the industry.
- Fsr Insurance Planning, Ltd.Jul 2024 to now
- Wellment FinancialSep 2022 to now
- Fsr Wealth StrategiesMay 2021 to now
- Jm Wilson CorporationMay 2018 to May 2021
- ProgressiveMay 2017 to May 2018
- Avalon Risk ManagementJun 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 7613098
- Firm CRD
- 166746