Steven Freeberg, financial advisor Wichita KS

Steven Freeberg

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Steven W. Freeberg
Phone Number: 704-733-3300
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    207,793
    MILLIONS
  • Total Number of Accounts
    892,326
    ACCOUNTS
  • Average Account Value
    $232,867
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
  • 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
  • Other
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, VI, VT, WA, WI, WV, WY

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