John
Freeman

Infinex Investments, Inc

CRD#1360164
Investment Advisor
in Overland Park, KS

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About this Advisor

John Freeman is a financial advisor working in Overland Park, Kansas who has 5 years of relevant experience. Freeman is an employee of Infinex Investments, Inc. Their career trajectory has included roles 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. Freeman holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Kansas. Infinex Investments, Inc is a financial advisory company headquartered in Meriden, CT. The investment advisory business has offices in 531 locations and a total of 764 financial advisors. It controls $3 billion in assets under management among its 8,831 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 78 charities and foundations. The firm offers a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules depend on which service is provided. Fees billed by Infinex Investments, Inc most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

8100 W. 151St Street
Overland Park, KS 66212

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Infinex Investments, Inc Brokerage Details

Total Assets Under Management

$2,814,653,668

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

764

KS Average: 35
Total Number of Accounts

8,831

KS Average: 690
Average Account Size

$318,724

KS Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

John Freeman Work History

John has been registered as a financial advisor for 5 years.*

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

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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 Infinex Investments, Inc

Bonnie Parker
Chapel Hill, NC
Jermaine Matthews
Bronx, NY
Peter Klarides
New York, NY
Dean Prozzoly
Pittsburgh, PA
Christopher Parks
Springfield, IL
Amanda Robbins
Ellsworth, ME
Erin Mooney
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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