Freedom Wealth Alliance

Freedom Wealth Alliance (CRD# 170456) is a financial advisory firm headquartered in Brookfield, WI. They manage $170,000,000 in 1,178 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    170
    MILLION
  • Total Number of Accounts
    1,178
    ACCOUNTS
  • Average Account Value
    $144,312
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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.

AZ, CA, CO, FL, IL, MA, MI, SD, TX, WA, WI

Financial Advisors at Freedom Wealth Alliance
Showing 1 - 9 of 9 top financial advisors.
1
Shawn P. Hittman
CRD#: 4319601
675 North Barker Road, Suite 220, Brookfield, WI 53045
93
Wealthminder
score

Shawn Hittman (CRD# 4319601) is an Investment Advisor Representative working at Freedom Wealth Alliance in Brookfield, WI and has over 15 years of experience in the finance industry.

2
Eric J. Kulwicki
CRD#: 5436565
675 North Barker Road, Suite 220, Brookfield, WI 53045
93
Wealthminder
score

Eric Kulwicki (CRD# 5436565) is an Investment Advisor Representative working at Freedom Wealth Alliance in Brookfield, WI and has over 8 years of experience in the finance industry.

3
Darren J. Liberski
CRD#: 3156961
675 North Barker Road, Suite 220, Brookfield, WI 53045
93
Wealthminder
score

Darren Liberski (CRD# 3156961) is an Investment Advisor Representative working at Freedom Wealth Alliance in Brookfield, WI and has over 17 years of experience in the finance industry.

4
Thomas S. Ramsett
CRD#: 3058442
675 North Barker Road, Suite 220, Brookfield, WI 53045
93
Wealthminder
score

Thomas Ramsett (CRD# 3058442) is an Investment Advisor Representative working at Freedom Wealth Alliance in Brookfield, WI and has over 18 years of experience in the finance industry.

5
Gene M. Toboyek
CRD#: 3150608
675 North Barker Road, Suite 220, Brookfield, WI 53045
93
Wealthminder
score

Gene Toboyek (CRD# 3150608) is an Investment Advisor Representative working at Freedom Wealth Alliance in Brookfield, WI and has over 18 years of experience in the finance industry.

6
Adrian L. Zilvetti
CRD#: 2340289
675 North Barker Road, Suite 220, Brookfield, WI 53045
93
Wealthminder
score

Adrian Zilvetti (CRD# 2340289) is an Investment Advisor Representative working at Freedom Wealth Alliance in Brookfield, WI and has over 22 years of experience in the finance industry.

7
Paul R. Serdynski
CRD#: 4371551
675 North Barker Road, Suite 220, Brookfield, WI 53045
86
Wealthminder
score

Paul Serdynski (CRD# 4371551) is an Investment Advisor Representative working at Freedom Wealth Alliance in Brookfield, WI and has over 15 years of experience in the finance industry. Paul Serdynski 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 put clients' interests first and comply with the Financial Planning Practice Standards.

8
Kurt R. Rozman
CRD#: 2323231
675 North Barker Road, Suite 220, Brookfield, WI 53045
83
Wealthminder
score

Kurt Rozman (CRD# 2323231) is an Investment Advisor Representative working at Freedom Wealth Alliance in Brookfield, WI and has over 23 years of experience in the finance industry.

9
Shannon F. Smith
CRD#: 5079725
675 North Barker Road, Suite 220, Brookfield, WI 53045
81
Wealthminder
score

Shannon Smith (CRD# 5079725) is an Investment Advisor Representative working at Freedom Wealth Alliance in Brookfield, WI and has over 10 years of experience in the finance industry.

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