Patrick Freeman, financial advisor Evansville IN
96 score

Patrick Freeman

CRD Number: 1150805
Current Firm: Freeman, Will & Niemeier, Inc.

Patrick Freeman (CRD# 1150805) is an Investment Advisor Representative working at Freeman, Will & Niemeier, Inc. in Evansville, IN and has over 32 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lpl Financial Corporation Evansville, IN Sep 2009 - Current 7
Mutual Service Corporation West Palm Bech, FL Mar 1999 - Current 17
Freeman, Will & Niemeier Evansville, IN Oct 1975 - Current 41
Freeman Will Niemeir Inc. Evansville, IN Jan 1975 - Current 41
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1984
Contact Info for Patrick B. Freeman
Phone Number: 812-425-1030
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    138
    MILLIONS
  • Total Number of Accounts
    900
    ACCOUNTS
  • Average Account Value
    $153,055
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

IN

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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