Harlan Freeman, financial advisor Boynton Beach FL

Harlan Freeman

CRD Number: 6485104
Current Firm: Brightpath Financial, Inc.
Compensation Model: Fee Only

Harlan Freeman (CRD# 6485104) is an Investment Advisor Representative working at Envisage Wealth Planners, Inc. in Chicago, IL and has over 25 years of experience in the finance and accounting industries. Harlan is a CPA, CFP® and earned an MBA from the Booth Graduate School of Business at the University of Chicago. Harlan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards. 

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Professional Designations
Company Name Location Dates Years
Brightpath Financial Inc. Boynton Beach, FL Apr 2015 - Current 8
Trinity Financial Advisors LLC Chicago, IL Apr 2017 - Feb 2021 3
N/a Chicago, IL Jan 2013 - Apr 2015 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Harlan E. Freeman
Phone Number: (872) 249-9300
Advisor Website: http://www.envisagewp.com
Registered State(s):
  • FL
  • IL
Current Firm Details
Brightpath Financial, Inc.
Firm's CRD Number: 220517
By the Numbers
  • Total Assets Under Management
    32
    MILLIONS
  • Total Number of Accounts
    113
    ACCOUNTS
  • Average Account Value
    $279,820
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL

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Data verified by both the advisor and the public regulatory data.

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