AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
EF

Eileen S. Freiburger

Some features on this profile are disabled
CRD#: 1313381
EF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Eileen Seeman Freiburger, CFP®, who also goes by Eileen Freiburger, Eileen Shelly Seeman, Eileen Seeman, was a registered financial professional .

Eileen is a previously registered financial professional and started their career in finance in 1984. Eileen had worked at 12 firms and has passed the Series 63, Series 3, Series 7, Series 24, Series 30 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Eileen Freiburger | Eileen Shelly Seeman | Eileen Seeman

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)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


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

Experience


Past

March 15, 2022 - September 22, 2022

SELF OR HELP FINANCIAL PLANNING GROUP

RIA
CRD#: 318054
SANTA ROSA, CA
Past

November 21, 2015 - November 18, 2021

ABACUS WEALTH PARTNERS

RIA
CRD#: 128590
SANTA MONICA, CA
Past

February 28, 2005 - December 31, 2007

OPENSHAW'S FAMILY FINANCIAL NETWORK, LLC

RIA
CRD#: 132815
INGLEWOOD, CA
Past

April 19, 2002 - April 29, 2016

ESF FINANCIAL PLANNING GROUP

RIA
CRD#: 125508
MANHATTAN BEACH, CA
Past

November 1, 1999 - February 11, 2002

CAL FED INVESTMENTS

BD
CRD#: 19631
SACRAMENTO, CA
Past

October 13, 1998 - August 15, 1999

MOMENTUM INDEPENDENT NETWORK INC.

BD
CRD#: 17587
DALLAS, TX
Past

May 1, 1998 - August 3, 1998

WAMU INVESTMENTS, INC.

BD
CRD#: 599
IRVINE, CA
Past

September 23, 1996 - May 1, 1998

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

BD
CRD#: 14229
NORTHRIDGE, CA
Past

March 25, 1996 - September 25, 1996

GLOBAL INVESTMENT SERVICES, INC.

BD
CRD#: 35752
Past

April 7, 1995 - March 25, 1996

REPUBLIC SECURITIES, INC.

BD
CRD#: 15043
Past

February 1, 1985 - July 6, 1993

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

November 21, 1984 - March 28, 1985

INVESTACORP, INC.

BD
CRD#: 7684

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 12/11/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 30
Date: 7/1/1994
NFA Branch Manager Examination
Principal/Supervisory Exam
RR
Series 8
Date: 11/19/1987
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


SO
SELF OR HELP FINANCIAL PLANNING GROUP
SELF OR HELP | SELF OR HELP, INC. | SELF OR HELP FINANCIAL PLANNING GROUP

CRD#: 318054 / SEC#:

Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
Santa Rosa, CA
Mailing Address
125 S. Main St. #348, Sebastopol, CA 95472
Phone number
(310) 874-0255
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

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.

Company Information


SELF OR HELP FINANCIAL PLANNING GROUP

CRD#: 318054

TRUST BUT VERIFY

Monitor Eileen Freiburger

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics