Envisage Wealth Planners, Inc.
Envisage Wealth Planners, Inc. (CRD# 220517) is a financial advisory firm headquartered in Chicago, IL. They serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Harlan Freeman (CRD# 6485104) is an Investment Advisor Representative working at Envisage Wealth Planners, Inc. in Chicago, IL and has over 25 years of experience in the finance and accounting industries. Harlan is a CPA, CFP® and earned an MBA from the Booth Graduate School of Business at the University of Chicago. Harlan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.