Shemika
Freeman

Touchstone Advisors Inc

CRD#5172138
Investment Advisor
in Cincinnati, OH

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About this Advisor

Shemika Freeman is a financial advisor who works out of Cincinnati, Ohio with 2 years of industry experience. Freeman is on the advisory team at Touchstone Advisors Inc. Throughout their career, Freeman has worked at Invest Financial Corporation, Securities America, Inc, Securities America Advisors, Ifs Financial Services, Inc, Touchstone Securities, The Rosselot Financial Group, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc and Ashley Homestore. Freeman has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Ohio. Touchstone Advisors Inc is a registered investment business based in Cincinnati, OH. It manages $24 billion in assets under management across its 40 client accounts, placing it among the biggest firms in the United States by assets under management. The advisory firm provides a few services, such as portfolio management for investment companies and selection of other advisers. Financial advisory fees typically vary depending on which services the firm provides the client. However, fee types charged by Touchstone Advisors Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Portfolio management for investment companies, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

303 Broadway Suite 1100
Cincinnati, OH 45202-4203

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Touchstone Advisors Inc Brokerage Details

Total Assets Under Management

$23,643,699,112

OH Average: $2,106,341,625
Total Number of Employees

83

OH Average: 34
Total Number of Accounts

40

OH Average: 1,972
Average Account Size

$591,092,478

OH Average: $1,068,125

Investment Advisory Services

  • Portfolio management for investment companies
  • Selection of other advisers

Shemika Freeman Work History

Shemika has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Ifs Financial Services, Inc

2021 - Present (3 years)

Touchstone Securities

2021 - 2021 (< 1 year)

Securities America, Inc

2021 - 2021 (< 1 year)

Securities America Advisors

2020 - 2021 (1 year)

Ashley Homestore

2018 - 2020 (2 years)

Cambridge Investment Research, Inc

2018 - 2020 (2 years)

Cambridge Investment Research Advisors, Inc

2014 - 2021 (7 years)

The Rosselot Financial Group

2012 - 2017 (5 years)

Invest Financial Corporation

*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 Shemika 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 Touchstone Advisors Inc

Matthew Campbell
Cincinnati, OH
Brett Wagner
Cincinnati, OH
Kristen Kirkwood
Cincinnati, OH
Dillon Broderick
Cincinnati, OH
Cameron Magoon
Cincinnati, OH
Nicholas Sexton
Cincinnati, OH
Brendan Burke
Cincinnati, OH
Thomas Grout
Cincinnati, OH

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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