FRA Wealth Management LLC

Luke Curtis is a financial advisor at FRA Wealth Management LLC with a Series 65 designation and eight years of industry experience. He has been with Financial Resources of America since 2017. Prior to his advisory role, he worked at Raging Rivers Water Park for five years. FRA Wealth Management provides investment advisory and financial planning services to individuals, corporations, and trusts. The firm employs an integrated wealth-management approach using both passive and active managers and offers services such as portfolio management, asset allocation, and behavioral risk assessment.

David Kurtz is a financial advisor at FRA Wealth Management LLC in O'Fallon, IL, holding a Series 65 designation. He has been with FRA since 2023 and previously worked at Regions from 2011 to 2023. FRA Wealth Management provides investment advisory and financial planning services to individuals, corporations, and trusts. The firm employs an integrated wealth-management approach using both passive and active managers, with services that include portfolio management, investment policy development, risk analysis, and comprehensive financial planning.

Christy Hennessey is a financial advisor at FRA Wealth Management LLC with 13 years of industry experience. She holds a Series 66 designation and has worked at Raymond James & Associates since 2016. Outside of financial advising, she is involved in the hospitality industry as a bartender at Columbia City Saloon. FRA Wealth Management provides investment advisory and financial planning services to individuals, corporations, and trusts. The firm uses an integrated wealth-management approach with an open-architecture model that combines passive and active managers, offering portfolio management and comprehensive planning tailored to client risk tolerance.

Joseph Roosevans is a CFP® and ChFC® with 10 years of industry experience. He is affiliated with FRA Wealth Management LLC and has served as president of Financial Resources of America, an insurance agency, since 1986. He also oversees operations at FRA Trust, LLC, a trust representative office. FRA Wealth Management LLC provides investment advisory and financial planning services to individuals, corporations, and trusts. The firm uses an integrated wealth-management approach with an open-architecture model that incorporates both passive and active managers, emphasizing asset allocation, tax and estate considerations, and behavioral factors.

Michael Nichols is a financial advisor at FRA Wealth Management LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Mutual of America, The Prudential Insurance Company of America, Pruco Securities, LLC, and Wells Fargo Clearing Services LLC. Prior to his financial services career, he was employed in the hospitality industry at The Sliced Pint and 54th Street Bar and Grill. FRA Wealth Management LLC provides investment advisory and financial planning services to individuals, corporations, and trusts. The firm’s investment approach integrates asset allocation, tax and estate considerations, and behavioral factors, using an open-architecture model with both passive and active managers.

Nicholas Waeckerle is a financial advisor at FRA Wealth Management LLC with a Series 65 designation and seven years of experience at FRA Trust. His background includes roles outside finance, such as working with Siagon Restaurant and First Baptist Church of O'Fallon. FRA Wealth Management provides investment advisory and financial planning services to individuals, corporations, and trusts. The firm uses an integrated wealth-management approach that combines asset allocation, tax and estate considerations, and behavioral factors, employing both passive and active strategies within an open-architecture model.