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Fred William Freimark

13 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
1,305 clients
Average Client Portfolio
$163K average
Assets Under Management
$213.3M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Location

Wilsonville, OR

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Fred is an insurance agent with CPR Financial Group, offering insurance services and selling insurance products since 2016. This activity takes about 10% of his time.

Employment History
Current Registrations
Cpr Investments INC
April 2016 - Present · 9 yrs 10 mos
Previous Registrations
Hbw Advisory Services LLC
January 2012 - April 2016 · 4 yrs 3 mos
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.
Fred William Freimark - Financial Advisor | TrueAdvisor