Joseph Roosevans has been President / Chief Executive Officer of FRA Wealth Management since April 2016, is a control person of the firm and directly owns under 5% of it. Joseph Roosevans holds an MBA from Robert Kennedy College.
Fra Wealth Management LLC is an O'Fallon, IL firm with $113M under management, 910 clients and 2 advisers in one office, as of its August 2026 filing.
Joseph RoosEvans is President, CEO and majority stockholder of Financial Resources of America, Inc., in O'Fallon, IL, an insurance company that FRA Wealth Management LLC lists as an affiliate. He has held that role from 1984 through the present. His duties involve signing corporate or legal documents, training agents and advisors, dealing with clients and general operations.
Joseph Roosevans’ longest registration is the current one, 9 years at FRA Wealth Management since 2016. Before joining FRA Wealth Management in 2016, Joseph Roosevans was registered through Global Financial Private Capital, LLC.
- Fra Wealth Management LLCCurrent– present · 9 yearsO'Fallon, IL · Adviser representative · Firm CRD 284020
- Global Financial Private Capital, LLC– · under a yearO'Fallon, IL · Adviser representative · Firm CRD 132070
Professional designations
Listed by FRA Wealth Management
- Certified Financial Planner (CFP)
- Chartered Financial Consultant (ChFC)
Investment adviser representative registrations
Joseph Roosevans is registered as an investment adviser representative in 4 states. The first approvals date from October 2016; the most recent is Florida, in July 2024.
- FloridaSince 25 July 2024
- IllinoisSince 28 October 2016
- MissouriSince 7 August 2018
- TexasSince 9 July 2019
Examinations
No examinations are on Joseph Roosevans’s record.
- Full name
- Joseph Montagu Roosevans
- CRD
- 5892820
- Firm
- FRA Wealth Management · CRD 284020
- Role
- President / Chief Executive Officer
- Office
- 805 W. HWY 50 STE. B, O'Fallon, IL 62269
- Registration
- Investment adviser registration
- In the industry since
- December 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- frawealthmanagement.com
Where does Joseph Roosevans work?
Joseph Roosevans has been President / Chief Executive Officer of Fra Wealth Management LLC since April 2016, and is a control person of the firm.
Is Joseph Roosevans a financial advisor?
Yes. Joseph Roosevans has a current investment-adviser registration in Florida, Illinois, Missouri and Texas, through FRA Wealth Management since October 2016.
How many years of experience does Joseph Roosevans have?
Joseph Roosevans has 10 years in the financial industry, since December 2015, across 2 adviser firms.
Where did Joseph Roosevans work before FRA Wealth Management?
Before FRA Wealth Management, Joseph Roosevans was registered through Global Financial Private Capital, LLC, February 2011 to December 2011.
Where is Joseph Roosevans based?
Joseph Roosevans’ registered office is in O'Fallon, IL.
Is Joseph Roosevans registered with FINRA?
No. Joseph Roosevans has no current broker registration.
Is Joseph Roosevans a CFP?
FRA Wealth Management lists Joseph Roosevans with the CFP credential (“Certified Financial Planner (CFP)”) on its website. CFP Board confirms certification status.
How can I verify Joseph Roosevans’ record?
Search CRD 5892820 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Roosevans’ full registration record.