Freedom Investors Corp.

Freedom Investors Corp. (CRD# 23714) is a financial advisory firm headquartered in Brookfield, WI. They manage $1,800,000 in 95 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $18,947
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

CT, FL, GA, IL, NJ, NY, OH, WA, WI

Financial Advisors at Freedom Investors Corp.
Showing 1 - 7 of 7 top financial advisors.
1
Sean S. Pendray
CRD#: 2465849
333 Bishops Way, Ste 122, Brookfield, WI 53005
93
Wealthminder
score

Sean Pendray (CRD# 2465849) is an Investment Advisor Representative working at Freedom Investors Corp. in Brookfield, WI and has over 23 years of experience in the finance industry.

2
William D. Theis
CRD#: 4541180
333 Bishops Way, Ste 122, Brookfield, WI 53005
83
Wealthminder
score

William Theis (CRD# 4541180) is an Investment Advisor Representative working at Freedom Investors Corp. in Brookfield, WI and has over 14 years of experience in the finance industry.

3
Lori L. Rastall
CRD#: 4023335
333 Bishops Way, Ste 122, Brookfield, WI 53005
81
Wealthminder
score

Lori Rastall (CRD# 4023335) is an Investment Advisor Representative working at Freedom Investors Corp. in Brookfield, WI and has over 18 years of experience in the finance industry.

4
Joel R. Blumenschein
CRD#: 1372334
3455 Peach Tree Road, Ne Ste 500, Atlanta, GA 30326
73
Wealthminder
score

Joel Blumenschein (CRD# 1372334) is an Investment Advisor Representative working at Freedom Investors Corp. in Atlanta, GA and has over 32 years of experience in the finance industry.

5
Robert C. Fontaine
CRD#: 3073571
333 Bishops Way, Ste 122, Brookfield, WI 53005
73
Wealthminder
score

Robert Fontaine (CRD# 3073571) is an Investment Advisor Representative working at Freedom Investors Corp. in Brookfield, WI and has over 19 years of experience in the finance industry.

6
Patrick J. Callen
CRD#: 718556
3837 North Dale Blvd, Tampa, FL 33624
71
Wealthminder
score

Patrick Callen (CRD# 718556) is an Investment Advisor Representative working at Freedom Investors Corp. in Tampa, FL and has over 35 years of experience in the finance industry.

7
Lawrence S. Rule
CRD#: 1613163
333 Bishops Way, Ste 122, Brookfield, WI 53005
26
Wealthminder
score

Lawrence Rule (CRD# 1613163) is an Investment Advisor Representative working at Freedom Investors Corp. in Brookfield, WI and has over 28 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.