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John Freeman

Osaic Institutions, INC.
41 Years of Experience
Overland Park, KS
1 DisclosureBrokerSells Insurance
View SEC Summary
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John Freeman is a registered investment advisor at Osaic Institutions, INC., based in Overland Park, KS, with 41 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 16,312 clients with $6.5B in assets under management.

Osaic Institutions, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
570 advisors
Number of Clients
16,312 clients
Average Client Portfolio
$398K average
Assets Under Management
$6.5B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum advisory fee is generally 2.50% and is negotiable between the advisor and client.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8100 W. 151st Street, Overland Park, KS, 66212

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2004
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

John is an advisor for Freeman Financial Concepts since 2010, spending a few hours per week. He is also an insurance agent and works for Virtue Financial Advisors, LLC since 2018, dedicating a few hours per week.

Employment History
Current Registrations
Osaic Institutions, INC.
October 2018 - Present · 8 yrs
Osaic Institutions, INC.Broker
October 2018 - Present · 8 yrs
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2009 - September 2018 · 9 yrs 8 mos
Keating Financial Advisory Services
October 2007 - November 2018 · 11 yrs 1 mo
Raymond James Financial Services
May 2005 - January 2009 · 3 yrs 8 mos
Raymond James Financial Services, INC.Broker
May 2005 - September 2018 · 13 yrs 4 mos
Linsco/private Ledger CORP.
July 2002 - May 2005 · 2 yrs 10 mos
Linsco/private Ledger CORP.Broker
May 2002 - May 2005 · 3 yrs
Raymond James Financial Services, INC.Broker
January 1999 - May 2002 · 3 yrs 4 mos
Robert Thomas Securities, INCBroker
January 1989 - January 1999 · 10 yrs
Painewebber IncorporatedBroker
April 1985 - January 1989 · 3 yrs 9 mos
State Registrations16 states
ALARCTFLILKSKYLAMNMONENJNYSCTXWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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