Trilogy Financial Solutions

Trilogy Financial Solutions (CRD# 168104) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $409,796 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $58,542
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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.

OK

Financial Advisors at Trilogy Financial Solutions
Showing 1 - 1 of 1 top financial advisors.
1
Michael T. Freeman
CRD#: 6209067
P.O. Box 3033, Oklahoma City, OK 73101
98
Wealthminder
score

Michael Freeman (CRD# 6209067) is an Investment Advisor Representative working at Trilogy Financial Solutions in Oklahoma City, OK and has over 7 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.