Craig Freund (CRD# 7391693) is an Investment Advisor Representative working at Locke Financial Services, Inc. in Palatine, IL and has 1 year of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Locke Financial Services | Palatine, IL | Mar 2022 - Current | 2 |
| Sigma Financial Corporation | Lisle, IL | Aug 2017 - Current | 6 |
| Blaze Pizza | Iowa City, IA | Oct 2019 - Apr 2020 | < 1 |
| Pizza Hut | Iowa City, IA | Aug 2017 - Oct 2019 | 2 |
| Student | Crystal Lake, IL | Aug 2013 - Aug 2017 | 4 |
| Chens Chinese Cuisine | Algonquin, IL | Dec 2016 - Jul 2017 | < 1 |
| Mega Trampoline | Crystal Lake, IL | Aug 2016 - Nov 2016 | < 1 |
| Unemployed | Crystal Lake, IL | Jun 2012 - Aug 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- IL
- IA
-
Total Assets Under Management52MILLIONS
-
Total Number of Accounts120ACCOUNTS
-
Average Account Value$429,167
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IA, IL
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