Kurt Rozman

Kurt Rozman Email and Phone Number

Creating Independence for Financial Professionals | We Handle the Details for Advisors Who Choose to Go Independent | Portfolio Management | Compliance Oversight | Marketing and Business Development @ Freedom Wealth Alliance
brookfield, wisconsin, united states
Kurt Rozman's Location
Greater Milwaukee, United States
Kurt Rozman's Contact Details

Kurt Rozman personal email

Kurt Rozman phone numbers

About Kurt Rozman

Financial advisors are leaving the big firms for independence more today than at any other time in our industry. Payouts at the big firms continue to shrink and top-tier technology becomes more commoditized, making the financial services landscape ripe for change.My team at Freedom Wealth Alliance specializes in helping financial professionals transition from their captive positions at large firms to a life of professional independence. When going independent, most financial advisors can be overwhelmed by the details. Lean on our years of experience to avoid payout change issues and help you establish your service model, compliance oversight, portfolio management, marketing, and business development. Our industry has seen a lot of changes since I became an advisor. If you can cut through the noise of the regulatory environment and the many market cycles we’ve experienced, you’ll find that our role is helping real people find purpose and contentment within themselves. I believe this is possible with a strong financial foundation.I’ve spent the past 25+ years developing a team around this client-centric approach. Freedom Wealth Alliance is more than a Registered Investment Advisory firm, it is a collaborative team of professionals that embody the high standards that every client deserves.We seek clients and advisor partners that prioritize our sense of purpose and service to others. If you’re an advisor who sincerely wants to change your life and the lives of the people you serve, we should talk. Explore Freedom and Freedom Wealth Alliance – “We’re built to help you succeed”. “Together, we can solve every challenge we face individually” - Kurt RozmanTo learn more about how we may be able to help, please call me at 262-798-7979 or send me an email anytime - krozman@freedomwealthalliance.comDownload our free 5-step guide to becoming independent! Learn how to gain a team of in-house services to help your business thrive!https://bit.ly/33UMDJi

Kurt Rozman's Current Company Details
Freedom Wealth Alliance

Freedom Wealth Alliance

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Creating Independence for Financial Professionals | We Handle the Details for Advisors Who Choose to Go Independent | Portfolio Management | Compliance Oversight | Marketing and Business Development
brookfield, wisconsin, united states
Employees:
10
Kurt Rozman Work Experience Details
  • Freedom Wealth Alliance
    Financial Advisor
    Freedom Wealth Alliance Jan 2024 - Present
  • Freedom Wealth Alliance
    President
    Freedom Wealth Alliance May 2014 - Present
    Brookfield, Wi
    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. For hyperlinks to FINRA and SIPC, please refer to contact info section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit: www.freedomwealthalliance.com
  • Explore Freedom
    Financial Advisor
    Explore Freedom 2019 - Present
    Brookfield, Wisconsin, United States
    Let’s keep it simple. We strive to make your life easier, more fun, and more profitable. Imagine this…You service your clients more effectively and do it in half the time it takes you today. You have a dedicated support and marketing team that enables you to deepen and leverage your best client relationships. Your client service activities are automated and delegated so you can focus on personalizing the client experience. You have an integrated technology platform that uses objectively selected service providers — not proprietary homegrown systems. Your ops team uses an efficient and fully customizable workflow system in order to prevent items from falling through the cracks. You have complete confidence in your support team, which leaves you with time to work “on the business” and not just “in the business.” You’re not dreaming. All this and more are available today at Freedom Wealth Alliance.
  • Rozman Wealth Management
    President
    Rozman Wealth Management Jan 2003 - May 2014
    Brookfield, Wi
  • Edward Jones
    Financial Advisor
    Edward Jones May 1993 - Jan 2003
    Greendale, Wi

Kurt Rozman Skills

Leadership Public Speaking Portfolio Management Entrepreneurship Business Development Financial Advisory Investment Management Investment Advisory Mutual Funds Pension Funds Retirement Planning Wealth Management Services Certified Financial Planner

Kurt Rozman Education Details

Frequently Asked Questions about Kurt Rozman

What company does Kurt Rozman work for?

Kurt Rozman works for Freedom Wealth Alliance

What is Kurt Rozman's role at the current company?

Kurt Rozman's current role is Creating Independence for Financial Professionals | We Handle the Details for Advisors Who Choose to Go Independent | Portfolio Management | Compliance Oversight | Marketing and Business Development.

What is Kurt Rozman's email address?

Kurt Rozman's email address is kr****@****nce.com

What is Kurt Rozman's direct phone number?

Kurt Rozman's direct phone number is +141430*****

What schools did Kurt Rozman attend?

Kurt Rozman attended University Of Wisconsin-Milwaukee, University Of Wisconsin-Milwaukee.

What skills is Kurt Rozman known for?

Kurt Rozman has skills like Leadership, Public Speaking, Portfolio Management, Entrepreneurship, Business Development, Financial Advisory, Investment Management, Investment Advisory, Mutual Funds, Pension Funds, Retirement Planning, Wealth Management Services.

Who are Kurt Rozman's colleagues?

Kurt Rozman's colleagues are Hannah Loging, Robin Rozman, Darren Liberski Crpc®, Bfa™, Kurt Rozman, Kurt Rozman (F.w.a.), Chuck Kuhtz, Cfp.

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