Neal Freeman is a CFP-designated registered investment advisor, based in Edmond, OK, with 7 years of industry experience. Neal is also registered as a broker, so some compensation may come from commissions on products sold.
Location
16328 Muirfield Place, Edmond, OK, 73013
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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 Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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
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