Be advised. This firm is no longer registered.

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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Envisage Wealth Planners, Inc.
Showing 1 - 1 of 1 top financial advisors.
Harlan E. Freeman
CRD#: 6485104
200 West Madison, Suite 2100, Chicago, IL 60606

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. 

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