Patrick B. Freeman

FREEMAN, WILL & NIEMEIER

Evansville, IN 47712

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CRD#: 1150805

Professional summary

Patrick Bernard Freeman, who also goes by Pat Freeman, Patrick B Freeman, is a registered financial advisor currently at FREEMAN, WILL & NIEMEIER, INC. located in Evansville, Indiana.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Patrick has worked at 8 firms and has passed the Series 63 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Pat Freeman | Patrick B Freeman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Bernard Freeman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 5, 2007 - Present

FREEMAN, WILL & NIEMEIER, INC.

Office #1: 1919 West Franklin Street, Evansville, IN 47712

RIA

CRD#: 121628

Evansville, IN

Past

September 8, 2009 - September 11, 2012

LPL FINANCIAL LLC

CRD#: 6413

EVANSVILLE, IN

Past

March 31, 1999 - September 8, 2009

MUTUAL SERVICE CORPORATION

CRD#: 4806

EVANSVILLE, IN

Past

September 14, 1998 - March 31, 1999

TITAN/VALUE EQUITIES GROUP, INC.

CRD#: 6359

IRVINE, CA

Past

January 12, 1998 - April 2, 1998

ADVANTAGE CAPITAL CORPORATION

CRD#: 146

ATLANTA, GA

Past

August 15, 1994 - December 31, 1997

ADVANTAGE CAPITAL CORPORATION

CRD#: 146

ATLANTA, GA

Past

October 15, 1993 - April 29, 1998

VOYA FINANCIAL PARTNERS, LLC

CRD#: 34815

WINDSOR, CT

Past

November 1, 1990 - August 15, 1994

TOWER SQUARE SECURITIES, INC.

CRD#: 833

EL SEGUNDO, CA

Past

August 16, 1984 - July 18, 1990

TOWER SQUARE SECURITIES, INC.

CRD#: 833

EL SEGUNDO, CA

Past

June 19, 1983 - October 15, 1993

AETNA LIFE INSURANCE AND ANNUITY COMPANY

CRD#: 13256

HARTFORD, CT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FREEMAN, WILL & NIEMEIER, INC.

CRD#: 121628 / SEC#: 801-68759

RIA

Registered Investment Advisory firm - (1/25/2008 Approved)

Indiana

Registered Investment Advisory firm - (12/9/2013 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Indiana
(7/5/2007)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/9/1984

Uniform Securities Agent State Law Examination

Current Firm

FREEMAN, WILL & NIEMEIER, INC.

CRD#: 121628 / SEC#: 801-68759

RIA

Registered Investment Advisory firm - (1/25/2008 Approved)

Indiana

Registered Investment Advisory firm - (12/9/2013 Terminated)

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Contact information

Main Address

1919 West Franklin Street, Evansville, IN 47712

Mailing Address

P.o. Box 6930, Evansville, IN 47719-0930

Phone number

(812) 425-1030

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FREEMAN, WILL & NIEMEIER, INC. (3/12/2025)

Regulatory assets under management

Total Number of Accounts	991
AUM (Assets Under Management)	$ 256,384,218

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Patrick B. Freeman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Bernard Freeman's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

MUTUAL SERVICE CORPORATION

TITAN/VALUE EQUITIES GROUP, INC.

ADVANTAGE CAPITAL CORPORATION

ADVANTAGE CAPITAL CORPORATION

VOYA FINANCIAL PARTNERS, LLC

TOWER SQUARE SECURITIES, INC.

TOWER SQUARE SECURITIES, INC.

AETNA LIFE INSURANCE AND ANNUITY COMPANY

Primary Firm SEC Registration

FREEMAN, WILL & NIEMEIER, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 11/9/1984

Current Firm

FREEMAN, WILL & NIEMEIER, INC.

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FREEMAN, WILL & NIEMEIER, INC.

TRUST BUT VERIFY

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