Featured Business Financial Advisor in Brookfield, WI
Brookfield Financial Advisors
Freedom Wealth Alliance
675 North Barker Road Suite 220
Brookfield, WI 53045
Phone Number
“Live Well, Live Free”
Advisor Profile
Kurt Rozman
Name:  Kurt Rozman
Website:  Visit Website
Disclaimer
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Freedom Wealth Alliance, a registered investment advisor and separate entity from LPL Financial.

About Freedom Wealth Alliance

The experienced professionals at Freedom Wealth Alliance can help provide clarity to your financial objectives and direction toward your goals. Our guidance is delivered with a level of integrity and reliability that keeps your needs at the forefront. As an independent firm, we have no proprietary products to sell and no sales quotas to meet, which means you receive recommendations that are objective.

We help our clients build a foundation for their financial future. They appreciate the level of attention and service we provide, and our commitment to building longstanding relationships based on trust.
 

General Information

CRD#:    2323231
Firm CRD#:    6413
Name of Broker/Dealer:    LPL FINANCIAL LLC
States Licensed in:    WI
States Willing to do Business in:    Big Bend,Caledonia,Cedarburg,Delafield,Dousman,Elm Grove,Franklin,Germantown,Grafton,Greendale,Hales Corners,Hartland,Menomonee Falls,Mequon,Milwaukee,Mukwonago,Muskego,New Berlin,Oak Creek,Oconomowoc,Pewaukee,Racine,South Milwaukee,Sussex,Thiensville,Waterford,Waukesha,West Bend
Years of Experience in Financial Services:    25
Number of Years with Current Firm:    4
 

Qualifications & Memberships

Securities Licenses:    Series 7, Series 65, Series 63
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 
 
 
Prepared By: Kurt Rozman
 
 
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