Kurt Rozman Email & Phone Number

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

Listed skills include Leadership, Public Speaking, Portfolio Management, Entrepreneurship, and 9 others.