BBB Accredited Business since
Phone: (262) 798-7979 Fax: (262) 798-8950 675 N Barker Rd Ste 220, Brookfield, WI 53045
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This company offers retirement and life transition planning, and portfolio management services.
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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
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|Problems with Product/Service||0|
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Customer Reviews Summary Read customer reviews
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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
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
Fax Number: 202-942-9634
Certified Financial Planner Board of Standards(CFP)
1700 Broadway, Suite 2100, Denver CO 80290-2101
Fax Number: 303-860-7388
Type of Entity
Business ManagementMr. Kurt R. Rozman, President/Senior Financial Advisor
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|