Steven FreebergCRD Number: 4254538
Current Firm: Lpl Financial LLC
Steven Freeberg (CRD# 4254538) is an Investment Advisor Representative working at Lpl Financial LLC in Wichita, KS and has over 20 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Equitable Advisors, LLC
American Independent Securities Group, LLC
|Heartland Credit Union||Wichita, KS||Aug 2019 - Current||1|
|Lpl Financial||Wichita, KS||Aug 2019 - Current||1|
|Valic Financial Advisors, Inc.||Overland Park, KS||Oct 2017 - Aug 2019||1|
|Oppenheimer & Company Inc.||Witchia, KS||Oct 2016 - Oct 2017||1|
|Edward Jones||St Louis, MO||Jan 2012 - Oct 2016||4|
|Sentry Insurance||Wichita, KS||Dec 2008 - Jan 2012||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2000|
|S66||NASAA Uniform Combined State Law Examination||Mar 2012|
Total Assets Under Management207,793MILLIONS
Total Number of Accounts892,326ACCOUNTS
Average Account Value$232,867
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.