Home
›
Firms
›
FREEDOM WEALTH ALLIANCE, LLC
FREEDOM WEALTH ALLIANCE, LLC
FREEDOM WEALTH ALLIANCE
BROOKFIELD, Wisconsin
·
1 registered advisor
·
CRD# 170456
SEC# 801-79331
4
262-798-7979
01
Firm Overview
AUM
$280M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at FREEDOM WEALTH ALLIANCE, LLC
1 registered advisor
Kurt Richard Rozman
BROOKFIELD, Wisconsin
CRD# 2323231
05
Office Locations
BROOKFIELD, Wisconsin
1 advisor
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. FREEDOM WEALTH ALLIANCE, LLC (CRD# 170456) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.