John
Freeman
Osaic Institutions, Inc
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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
Services Offered
Fee Structure
Office Location
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Osaic Institutions, Inc Brokerage Details
$3,626,644,800
722
8,478
$427,771
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
Virtue Financial Advisors
Infinex Investments, Inc
Freeman Financial Concepts
Raymond James Financial Services Advisors, Inc
Keating Financial Advisory Services, LLC
Raymond James Financial Services,Inc
Assurity Financial Life Insurance
Keating & Associates
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.
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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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