Freddie D. Blumenfeld

LATITUDE ADVISORS

Skokie, IL 60077

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CRD#: 2283779

Professional summary

Freddie David Blumenfeld, who also goes by Fred David Blumenfeld, is a registered financial advisor currently at LATITUDE ADVISORS, LLC located in Skokie, Illinois and GWN SECURITIES INC. located in Skokie, Illinois.

Freddie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Freddie has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Fred David Blumenfeld

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.

1. 05/01/1980-PRESENT; PAWLAN, BLUMENFELD, MISCINSKI & ASSOC, LTD 5301 DEMPSTER #300 SKOKIE IL 60077;TITLE-EA / OWNER; DUTIES-ACCOUNTING AND TAX RETURNS;TIME SPENT 90%40HR/WK;COMPENSATED BY SALARY. 2. 1/2010; LATITUDE ADVISORS LLC.; INVESTMENT ADVISOR REPRESENTATIVE; 2 HRS MONTHLY; COMPENSATED BY FEES. 3.11/1992; FRED BLUMENFELD; INDEPENDENT INSURANCE AGENT; SALE OF LIFE & HEALTH INSURANCE; 2 HRS MONTHLY; COMPENSATED BY COMMISSION. F&S FINANCIAL SERVICES, Is Investment Related, DBA, Financial Professional 11/02/2009,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Freddie David Blumenfeld'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

January 4, 2010 - Present

LATITUDE ADVISORS, LLC

Office #1: 5215 Old Orchard Road Suite 1200, Skokie, IL 60077

RIA

CRD#: 151001

Skokie, IL

Current

November 2, 2009 - Present

GWN SECURITIES INC.

Office #1: 5215 Old Orchard Rd #900, Skokie, IL 60077

RIA

CRD#: 128929

Skokie, IL

Past

January 4, 2006 - November 10, 2009

MEDALLION ADVISORY SERVICES, LLC

RIA

CRD#: 113788

SKOKIE, IL

Past

January 4, 2006 - November 10, 2009

MEDALLION INVESTMENT SERVICES, INC.

CRD#: 45314

SKOKIE, IL

Past

July 2, 2004 - January 27, 2006

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

SKOKIE, IL

Past

June 30, 2004 - January 27, 2006

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

SCHAUMBURG, IL

Past

June 17, 2002 - July 2, 2004

HOCHMAN & BAKER INVESTMENT ADVISORY SERVICES, INC.

RIA

CRD#: 105560

SKOKIE, IL

Past

October 29, 1992 - June 30, 2004

HOCHMAN & BAKER SECURITIES, INC.

CRD#: 19949

STAMFORD, 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".

LATITUDE ADVISORS, LLC

BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC

CRD#: 151001 / SEC#: 801-70420

RIA

Registered Investment Advisory firm - (7/16/2009 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(7/22/2024)

Illinois
(11/2/2009)

IAR

Illinois
(1/4/2010)

Indiana
(11/2/2009)

North Carolina
(10/2/2018)

Virginia
(5/18/2021)

Wisconsin
(11/2/2009)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/15/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/26/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/26/1992

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

LATITUDE ADVISORS, LLC

BIG HORN ADVISORS, LLC | LATITUDE ADVISORS, LLC

CRD#: 151001 / SEC#: 801-70420

RIA

Registered Investment Advisory firm - (7/16/2009 Approved)

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Contact information

Main Address

Yorkville, IL

Mailing Address

Phone number

(630) 553-3730

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LATITUDE ADVISORS, LLC ADV BROCHURE (11/5/2025)

Regulatory assets under management

Total Number of Accounts	2,305
AUM (Assets Under Management)	$ 379,516,000

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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Advisor Monitoring

Firm Stability Insights

Freddie D. Blumenfeld

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Freddie David Blumenfeld's CRS (Customer Relationship Summary).

Certified licenses

Experience

GWN SECURITIES INC.

MEDALLION ADVISORY SERVICES, LLC

MEDALLION INVESTMENT SERVICES, INC.

CETERA INVESTMENT ADVISERS LLC

CETERA FINANCIAL SPECIALISTS LLC

HOCHMAN & BAKER INVESTMENT ADVISORY SERVICES, INC.

HOCHMAN & BAKER SECURITIES, INC.

Primary Firm SEC Registration

LATITUDE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/15/2001

Series 63

Date: 10/26/1992

SIE

Date: 10/1/2018

Series 6

Date: 10/26/1992

FINRA

Current Firm

LATITUDE ADVISORS, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LATITUDE ADVISORS, LLC

TRUST BUT VERIFY

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