John
Freeman

Osaic Institutions, Inc

CRD#1360164
Investment Advisor
in Overland Park, KS

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About this Advisor

John Freeman is a financial advisor based in Overland Park, Kansas, working with Osaic Institutions, Inc. John has previously held positions at Raymond James Financial Services, Inc, Assurity Financial Life Insurance, Keating Financial Advisory Services, LLC, Raymond James Financial Services Advisors, Inc, Freeman Financial Concepts, Keating & Associates, Non-Variable Insurance, Virtue Financial Advisors, and Infinex Investments, Inc. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kansas. Currently, John is part of Osaic Institutions, Inc, which operates out of Overland Park, Kansas. The firm has 557 offices and 722 employees. The firm manages assets totaling $3.6 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Osaic Institutions, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8100 W. 151St Street
Overland Park, KS 66212

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Osaic Institutions, Inc Brokerage Details

Total Assets Under Management

$3,626,644,800

KS Average: $5,297,377,271
Total Number of Employees

722

KS Average: 35
Total Number of Accounts

8,478

KS Average: 690
Average Account Size

$427,771

KS Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

John Freeman Work History

2018 - Present (6 years)

Virtue Financial Advisors

2018 - Present (6 years)

Infinex Investments, Inc

2010 - Present (14 years)

Freeman Financial Concepts

2009 - 2018 (9 years)

Raymond James Financial Services Advisors, Inc

2007 - 2018 (11 years)

Keating Financial Advisory Services, LLC

2005 - 2018 (13 years)

Raymond James Financial Services,Inc

2005 - 2018 (13 years)

Assurity Financial Life Insurance

2005 - 2018 (13 years)

Keating & Associates

2005 - 2018 (13 years)

Non-Variable Insurance

Disclosures

Please visit the SEC profile of John Freeman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Osaic Institutions, Inc

John Chipelo
Meriden, CT
Ryan Robertson
Derry, PA
Henry Nunez
Scarsdale, NY
Justin Perri
Cornelius, NC
Simion Procopenco
Centerville, MA
Bret Kinzler
Fargo, ND
Peter Aiello
Canton, MA
Enoch Arnett
Christiansburg, VA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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