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BBB Accredited Business since

Freedom Wealth Alliance LLC

Phone: (262) 798-7979 Fax: (262) 798-8950 675 N Barker Rd Ste 220, Brookfield, WI 53045 http://www.freedomwealthalliance.com


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Description

This company offers retirement and life transition planning, and portfolio management services.


BBB Accreditation

A BBB Accredited Business since

BBB has determined that Freedom Wealth Alliance LLC meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.

BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.


Reason for Rating

BBB rating is based on 13 factors. Get the details about the factors considered.

Factors that raised the rating for Freedom Wealth Alliance LLC include:

  • Length of time business has been operating
  • No complaints filed with BBB


Customer Complaints Summary

0 complaints closed with BBB in last 3 years | 0 closed in last 12 months
Complaint Type Total Closed Complaints
Advertising/Sales Issues 0
Billing/Collection Issues 0
Delivery Issues 0
Guarantee/Warranty Issues 0
Problems with Product/Service 0
Total Closed Complaints 0

Customer Reviews Summary Read customer reviews

0 Customer Reviews on Freedom Wealth Alliance LLC
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

BBB file opened: February 10, 2009 Business started: 12/20/2002 in WI Business started locally: 12/20/2002 Business incorporated 02/28/2014 in WI
Licensing, Bonding or Registration

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

These agencies may include:

Wisconsin State Office of the Commissioner of Insurance
P.O. Box 7873, Madison WI 53707-7873
http://oci.wi.gov/oci_home.htm
Phone Number: 608-266-3585 state wide 800-236-8517
Fax Number: 608-266-9935 for general office

U.S. Securities and Exchange Commission
450 Fifth Street, NW, Washington DC 20549
http://www.sec.gov
Fax Number: 202-942-9634

Certified Financial Planner Board of Standards(CFP)
1700 Broadway, Suite 2100, Denver CO 80290-2101
http://www.cfp-board.org
Fax Number: 303-860-7388

Type of Entity

Corporation

Business Management
Mr. Kurt R. Rozman, President/Senior Financial Advisor
Contact Information
Principal: Mr. Kurt R. Rozman, President/Senior Financial Advisor
Business Category

Financial Planning Consultants Insurance - Long Term Care Investment Advisory Service Financial Services Investment Advice (NAICS: 523930)

Hours of Operation
M: 8:30 AM - 4:30 PM
T: 8:30 AM - 4:30 PM
W: 8:30 AM - 4:30 PM
Th: 8:30 AM - 4:30 PM
F: 8:30 AM - 4:30 PM
S: Closed
Su: Closed
Alternate Business Names
Rozman Wealth Management
Industry Tips
Advanced Fee Loans Avoiding Fraudulent Tax Preparation Counterfeit Currency Credit Card Accountability, Responsibility and Disclosure (CARD) Act Credit-Budgeting Made Easy
X

BBB Customer Review Rating plus BBB Rating Overview


BBB Customer Reviews Rating represents the customers opinions of the business. The Customer Review Rating is based on the number of positive, neutral and negative customer reviews posted that are calculated to produce a score.

Customer Review Experience Value
Positive Review 5 points per review
Neutral Review 3 points per review
Negative Review 1 point per review

BBB letter grades represent the BBB's opinion of the business. The BBB grade is based on BBB file information about the business. In some cases, a business' grade may be lowered if the BBB does not have sufficient information about the business despite BBB requests for that information from the business.
Details

BBB Letter Grade Scale

BBB Rating Value
A+ 5
A 4.66
A- 4.33
B+ 4
B 3.66
B- 3.33
C+ 3
C 2.66
C- 2.33
D+ 2
D 1.66
D- 1.33
F 1
NR -----
Star Rating scale

  Average Score
5 stars 5.00
4.5 stars 4.50-4.99
4 stars 4.00-4.49
3.5 stars 3.50-3.99
3 stars 3.00-3.49
2.5 stars 2.50-2.99
2 stars 2.00-2.49
1.5 stars 1.50-1.99
1 star 0-1.49

BBB Customer Review Rating plus BBB Rating is not a guarantee of a business' reliability or performance, and BBB recommends that consumers consider a business' BBB Rating and Customer Review Rating in addition to all other available information about the business. If the BBB Rating is NR then only Customer Reviews are used for the Star Rating.