Freedom Investors Corp. (Brookfield)

Freedom Investors Corp. is an adviser based in Brookfield. It manages $11.9 million of regulatory assets for 225 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Idaho, Washington, and Wisconsin.

Freedom Investors Corp provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Freedom Investors Corp: assets under management

The assets under management (AUM) of Freedom Investors Corp. is $11.9 million. The firm's AUM has grown by 2580% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Freedom Investors Corp. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Freedom Investors Corp.

James Russell Fay has been acting as President since 1 Dec 1988. Edward Neil Hahn joined the executive team most recently as the Vp Of Operations.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Russell Fay	President	1 Dec 1988	Other	1003069
William Thomas Duero	Vice president, secretary	1 Dec 1988	Other	1491360
Inc Freedom Financial	Shareholder	1 Dec 1988	75% - 100%	39-1546832
Freedom Securities Inc	Shareholder	1 Oct 2002	75% - 100%	13-4215255
Amy Louise Siesennop	Vice president	1 Oct 2002	Other	2735819
Joel Reid Blumenschein	President	1 Oct 2002	Other	1372334
Joel Reid Blumenschein	Chief executive officer	1 Jul 2004	Other	1372334
Amy Louise Siesennop	Chief compliance officer	1 Jul 2004	Other	2735819
Edward Neil Hahn	Vp of operations	1 May 2011	Other	233446

Based in Brookfield

The principal office where Freedom Investors Corp. performs its advisory services is located at 333 Bishops Way, Ste 122, Brookfield, WI 53005, which is also the mailing address of the firm. An additional office of the firm is in Menomonee Falls, WI. It doesn’t run an office outside of the United States.