We are experts in helping Financial Advisors find true freedom by becoming Business Owners. We created the firm with the objective of providing unmatched Independent Advisor Services:
• Freeing you from the burden of day-to-day business management.
• Bringing together the resources and horsepower of a high-performing team so you can spend your time doing what you enjoy the most and do the best.
• Relieving your stress and taking away your worries so you and your clients can live well and live free. But we want to be clear. Freedom Wealth Alliance is not for everybody.
We invite you to take a look and see if Freedom Wealth Alliance is the right firm for you…and us. All it takes is one decision to change your life. One decision to start down a new path.
✔ Free from a corporate agenda.
✔ Free from a large corporate bureaucracy that implements rules and procedures that cater to the lowest common denominator.
✔ Free from being told what fees you can charge your clients.
✔ Free from being limited to a small set of approved products.
✔ Free from the closed architecture of a centrally managed bank or wirehouse.
✔ Free from being an employee to becoming an entrepreneur.
✔ Free from being told how to do your job instead of trusting that you know what you’re doing.
Changing firms is never fun. However, our experience in helping advisors transition to true independence has taught us a few things. We have refined our process to minimize the pain for you and your clients while reducing the cost so you can make the move and be up and running as quickly as possible.
For more information about how we may be able to help, call our office at 262-798-7979, or send an email anytime to krozman@freedomwealthalliance.com
Disclosures
Securities are offered through LPL Financial. Member FINRA (http://www.finra.org) / SIPC (https://www.sipc.org). Investment advice is offered through Freedom Wealth Alliance, a registered investment advisor and separate entity from LPL Financial.
Company Details
- Employees
- 4
- Address
- 675 N. Barker Road, Suite 220, Brookfield,wi 53045,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- explorefreedomwealthalliance.com
- HQ
- Brookfield, WI
- Competitors
- J-Dub Administration LLC, Wisconsin Association of Osteopathic Physicians & Surgeons, WFA Asset Management Corporation, The Council for Disability Income Awareness, Edge Advisors, AHP Health Innovation, Life Innovators, Edge Insurance Group, CWP Private Wealth Management, Notre Dame School of Milwaukee.
Explore Freedom Questions
Explore Freedom's website is explorefreedomwealthalliance.com
Explore Freedom's LinkedIn profile is https://www.linkedin.com/company/explorefreedom
Explore Freedom has
4 employees.
View email and phone details for 4
employees at Explore Freedom.
Explore Freedom's industry is
Financial Services
Explore Freedom's top competitors are
J-Dub Administration Llc,
Wisconsin Association Of Osteopathic Physicians & Surgeons,
Wfa Asset Management Corporation,
The Council For Disability Income Awareness,
Edge Advisors,
Ahp Health Innovation,
Life Innovators,
Edge Insurance Group,
Cwp Private Wealth Management,
Notre Dame School Of Milwaukee.
Explore Freedom's categories are Financial Services
