Craig Freeman, financial advisor Tecumseh KS

Craig Freeman

CRD Number: 5226600
Current Firm: Independent Advisor Alliance, LLC

Craig Freeman (CRD# 5226600) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Tecumseh, KS and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Independent Advisor Alliance, LLC Tecumseh, KS Sep 2018 - Current 5
Lpl Financial LLC Tecumseh, KS Apr 2015 - Current 9
Independent Financial Partners Tecumseh, KS Apr 2015 - Sep 2018 3
Edward Jones St Louis, MO Sep 2006 - Apr 2015 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2006
Contact Info for Craig S. Freeman
Phone Number: 888.430.1555
Registered State(s):
  • KS
  • TX
By the Numbers
  • Total Assets Under Management
    12,827
    MILLIONS
  • Total Number of Accounts
    52,309
    ACCOUNTS
  • Average Account Value
    $245,214
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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