BBB Accredited Business Profile

Freedom Wealth Alliance LLC

Freedom Wealth Alliance LLC

(262) 798-7979

Freedom Wealth Alliance LLC

14 years in business
675 N Barker Rd Ste 220
Brookfield, WI 53045-5915
Fax Numbers
  • (262) 798-8950
Additional Phone Numbers
  • (855) 798-8950
Additional Email Addresses
  • krozman@freedomwealthalliance.com
  • rrozman@freedomwealthalliance.com
BBB File Opened: 02/10/2009
Business Started: 12/20/2002
Business Started Locally: 12/20/2002
Business Incorporated: 02/28/2014 in WI
Type of Entity
Corporation
Business Management
  • Mr. Kurt R. Rozman, President/Senior Financial Advisor
Business Category
  • Financial Planning Consultants
  • Insurance - Long Term Care
  • Investment Advisory Service
  • Financial Services
  • NAICS: Investment Advice

Alternate Business Names
  • Rozman Wealth Management
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.

A+

Overview

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

BBB Reason for Ratings

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

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


Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.

BBB reports on known significant government actions involving the business's marketplace conduct.

BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.

BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.

BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.

BBB reports when mail sent to the business was returned by the Postal Service.

Freedom Wealth Alliance LLC

Freedom Wealth Alliance LLC

BBB ACCREDITED SINCE 04/03/2009

Customer Review Rating:

There are NO reviews for this business.
Be the first to leave a review!
This business has no complaints filed

Composite Score: