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Kurt Richard Rozman

FREEDOM WEALTH ALLIANCE, LLC·BROOKFIELD, Wisconsin
Unclaimed Profile
675 NORTH BARKER ROAD, BROOKFIELD, WI 53045CRD# 2323231Firm CRD# 170456
01

About

Kurt Richard Rozman is a registered financial advisor based in BROOKFIELD, Wisconsin, affiliated with FREEDOM WEALTH ALLIANCE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FREEDOM WEALTH ALLIANCE, LLC
FREEDOM WEALTH ALLIANCE
AUM
$280M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at FREEDOM WEALTH ALLIANCE, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2323231
Firm CRD# 170456
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kurt Richard Rozman offer?
Kurt Richard Rozman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BROOKFIELD, Wisconsin for a consultation.
What are Kurt Richard Rozman's credentials?
Kurt Richard Rozman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kurt Richard Rozman located?
Kurt Richard Rozman is based in BROOKFIELD, Wisconsin, working with FREEDOM WEALTH ALLIANCE, LLC. Their office serves clients in the BROOKFIELD metropolitan area and surrounding communities.
How does Kurt Richard Rozman charge for services?
Kurt Richard Rozman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FREEDOM WEALTH ALLIANCE, LLC?
FREEDOM WEALTH ALLIANCE, LLC has approximately 12 employees and manages $280M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Wisconsin
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