Freedom Wealth Alliance
Financial Services • 
Brookfield Town, Wisconsin, United States • 1-10 Employees
Company overview
| Headquarters | 675 N. Barker Road, Ste. 220, Brookfield, WI 53045, US |
| Phone number | +17133559910 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Retirement Planning, Financial Planning, Investment Management |
| Founded | 2014 |
| Employees | 1-10 |
| Socials |
Key Contact at Freedom Wealth Alliance
Robin Rozman
Director Of Client Relations
Freedom Wealth Alliance Email Formats
Freedom Wealth Alliance uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@freedomwealthalliance.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@freedomwealthalliance.com | 75% |
{first name}{last name} | johndoe@freedomwealthalliance.com | 12.5% |
{last name}{last name} | doedoe@freedomwealthalliance.com | 12.5% |
About Freedom Wealth Alliance
We work with families and closely held businesses to provide them with investment management, retirement planning and financial planning. It is our mission to provide personalized service and objective advice to help our clients make important financial decisions. We work to understand our clients current financial picture, then partner with them to develop customized strategies with the objective to grow and preserve their wealth. With regard to our clients irreplaceable capital it is our goal to help ensure their money provides them the lifestyle they have worked hard to enjoy. To live the life that matters most to them - TO LIVE WELL and TO LIVE FREE! 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. 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
Freedom Wealth Alliance revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Freedom Wealth Alliance has 3 employees across 2 departments.
Departments
Number of employees
Funding Data
Freedom Wealth Alliance has never raised funding before.
Freedom Wealth Alliance Tech Stack
Discover the technologies and tools that power Freedom Wealth Alliance's digital infrastructure, from frameworks to analytics platforms.
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United Arab Emirates
United Kingdom
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