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Patrick Bernard Freeman

FREEMAN, WILL & NIEMEIER, INC.·EVANSVILLE, Indiana
Series 63Clean record19 years registeredFREEMAN, WILL & NIEMEIER, INC.
1919 WEST FRANKLIN STREET, EVANSVILLE, IN 47712CRD# 1150805Firm CRD# 121628

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Bernard Freeman · EVANSVILLE, IN
Registration
CRD #1150805 · FREEMAN, WILL & NIEMEIER, INC. · 19 years registered
Brand Profile
Not yet started
01

Career History

FREEMAN, WILL & NIEMEIER, INC.
Jul 2007 – present
02

Registrations & Exams

FINRA examinations passed
Series 63
Registration record
First registered · July 5, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FREEMAN, WILL & NIEMEIER, INC.
CRD 121628 · SEC 801-68759
AUM
$231M
Regulatory assets under management
Employees
7
353 client accounts
Services offered by FREEMAN, WILL & NIEMEIER, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FREEMAN, WILL & NIEMEIER, INC. →
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05

Frequently Asked Questions

What services does Patrick Bernard Freeman offer?
Patrick Bernard Freeman specializes in Financial Planning, Investment Management. Contact their office in EVANSVILLE, Indiana for a consultation.
What are Patrick Bernard Freeman's credentials?
Patrick Bernard Freeman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Bernard Freeman located?
Patrick Bernard Freeman is based in EVANSVILLE, Indiana, working with FREEMAN, WILL & NIEMEIER, INC.. Their office serves clients in the EVANSVILLE metropolitan area and surrounding communities.
How does Patrick Bernard Freeman charge for services?
Patrick Bernard Freeman's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FREEMAN, WILL & NIEMEIER, INC.?
FREEMAN, WILL & NIEMEIER, INC. has approximately 7 employees and manages $231M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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