FREEDOM WEALTH ALLIANCE, LLC

FREEDOM WEALTH ALLIANCE
BROOKFIELD, Wisconsin·1 registered advisor·CRD# 170456
SEC# 801-793314262-798-7979
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 PlanningInvestment ManagementWealth Management
04

Advisors at FREEDOM WEALTH ALLIANCE, LLC

1 registered advisor
Kurt Richard Rozman
BROOKFIELD, Wisconsin
05

Office Locations

BROOKFIELD, Wisconsin
1 advisor

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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.