Kirk Freedle
Kirk Freedle is a ChFC-designated registered investment advisor at Sunbelt Securities, based in Westminster, CO, with 30 years of industry experience. Kirk operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,355 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sunbelt Securities offers investment management through its Rep Directed Wrap Fee Program. The annual fee is a percentage of your portfolio, and the exact rate is negotiable. The maximum fee is 2.50% per year, charged monthly. This fee covers account management, brokerage, and clearance. Clients also pay separate annual maintenance fees, custodial fees, and termination fees charged by the custodian (National Financial Services, Fidelity, or Charles Schwab).
Location
12000 N Pecos St, Ste 290, Westminster, CO, 80234
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kirk is doing business as Innovative Financial Partners, LLC, and is an insurance representative for Insurance Designers of Kansas City, dedicating about half of his time to insurance sales. He also serves as President of the Colorado Fallen Fire Fighters Foundation and owns IFP Insurance Services LLC, focusing on life and fixed insurance.
Employment History
Current Registrations
Sunbelt Securities
Sunbelt Securities, INC.Broker
Previous Registrations
Familywealth
Advisersource.com
Evolve Securities, INC.Broker
Jolliffe Capital, INC.
Evolve Investment Advisors
Afs Brokerage, INC.Broker
MML Investors Services, INC.
MML Investors Services, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Oppenheimerfunds Distributor, INC.Broker
Waddell & Reed, INC.Broker
State Registrations22 states
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.