NF
CFP
NF
CFP

Neal Freeman

6 Years of Experience
Enid, OK
Broker

Neal Freeman is a CFP-designated registered investment advisor, based in Enid, OK, with 6 years of industry experience.

Location

110 N Independence, Enid, OK, 73701

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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 Activities

Neal works full-time processing paperwork for clients of Wymer Brownlee Wealth Strategies, providing accounting services and tax preparation. Neal also serves as the initial trustee of the Freeman Family Trust, with limited duties related to amendments, distributions, and tax filings.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr
Previous Registrations
Avantax Advisory Services
November 2020 - September 2025 · 4 yrs 10 mos
Avantax Investment Services, INC.Broker
May 2019 - September 2025 · 6 yrs 4 mos
State Registrations1 state
OK
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.
Neal Freeman - Financial Advisor | TrueAdvisor