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Patrick Bernard Freeman

FREEMAN, WILL & NIEMEIER, INC.·EVANSVILLE, Indiana
Clean recordFREEMAN, 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Patrick Bernard Freeman is a registered financial advisor based in EVANSVILLE, Indiana, affiliated with FREEMAN, WILL & NIEMEIER, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
FREEMAN, WILL & NIEMEIER, INC.
FREEMAN, WILL & NIEMEIER, INC.
AUM
$231M
Regulatory assets under management
Employees
7
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 1150805
Firm CRD# 121628
View on FINRA BrokerCheck →

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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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