Owen Freese
Owen Freese is a registered investment advisor at Sanford C. Bernstein & CO., LLC, based in Minneapolis, MN, with 2 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 22 clients with $1.6B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
225 South 6th Street, Minneapolis, MN, 55402
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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
Owen works as an insurance agent at 49 Financial, selling fixed and traditional insurance products. This activity takes about a quarter of his time.
Employment History
Current Registrations
Sanford C. Bernstein & CO., LLCBroker
Sanford C. Bernstein & CO., LLC
Alliancebernstein L.P.
Previous Registrations
49 Financial
Oakwood Capital Securities, INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
State Registrations1 state
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