Kenneth
Freseman

S.G. Long & Company

CRD#214140
Investment Advisor
in Missoula, MT

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Kenneth Freseman is an investment advisor located in Missoula, Montana. Currently an investment advisor at S.G. Long & Company, they have accrued 11 years of professional experience. Freseman holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Freseman is able to work with clients based out of Montana. Throughout their career, they have worked at Rbc Capital Markets, LLC and Sg Long & Company. S.G. Long & Company is headquartered in Missoula, Montana. Overall, S.G. Long & Company retains 11 staff members. None of the advisory firm's clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. S.G. Long & Company provides financial planning services and portfolio management for individuals and small businesses. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Disclosures

Yes

Office Location

283 West Front Suite 302 Suite 302
Missoula, MT 59802-4328

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

S.G. Long & Company Brokerage Details

Total Number of Employees

11

MT Average: 66

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Kenneth Freseman Work History

Kenneth has 11 years of experience.

2014 - Present (7 years)

Sg Long & Company

2009 - 2014 (5 years)

Rbc Capital Markets , LLC

Disclosures

Kenneth Freseman has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at S.G. Long & Company

Darla Felix
Missoula, MT
Kelly Long
Missoula, MT
Kenneth Freseman
Missoula, MT
Donald Gaumer
Missoula, MT
Joshua Denney
Missoula, MT
Joshua Eder
Missoula, MT
Tessa Greene
Missoula, MT
Kelly Mwila
Missoula, MT

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started