Brett W. Freese
TRUSTWELL FINANCIAL ADVISORS
Jacksonville, FL 32216
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CRD#: 2493757
Professional summary
Brett William Freese, CFP® is a registered financial advisor currently at TRUSTWELL FINANCIAL ADVISORS, LLC located in Jacksonville, Florida.
Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Brett has worked at 3 firms and has passed the Series 66 and Series 7 exams.
Biography
Education:
MBA in Finance at Rutgers Graduate School of Management.BS in Finance and Marketing at Florida Southern College
Interests and Passions:
God and service to others.My wife and my two sons.Truth and WisdomHistoryGolf
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Retirement Planning
Insurance Planning
Estate Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Estate & Generational Planning...
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Brett William Freese's 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®
CFP®
Start date: 2009
Experience
Current
March 18, 2009 - Present
TRUSTWELL FINANCIAL ADVISORS, LLC
Office #1: 8825 Perimeter Park Blvd. Suite 304, Jacksonville, FL 32216RIA
CRD#: 108426
Jacksonville, FL
Past
October 19, 1998 - October 15, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
July 14, 1994 - October 30, 1997
FAM DISTRIBUTORS, INC.
BD
CRD#: 4100
NEW YORK, NY
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".
TRUSTWELL FINANCIAL ADVISORS, LLC
TRUSTWELL FINANCIAL ADVISORS, LLC | WILLIAMS DON GARY | WILLIAMS D GARY & CO
CRD#: 108426 / SEC#: 801-120250
RIA
Registered Investment Advisory firm - (2/3/2021 Approved)Florida
Registered Investment Advisory firm - (2/12/2021 Terminated)Georgia
Registered Investment Advisory firm - (3/17/2021 Terminated)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
Florida(3/18/2009)
IAR
Texas(2/3/2021)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
TRUSTWELL FINANCIAL ADVISORS, LLC
TRUSTWELL FINANCIAL ADVISORS, LLC | WILLIAMS DON GARY | WILLIAMS D GARY & CO
CRD#: 108426 / SEC#: 801-120250
RIA
Registered Investment Advisory firm - (2/3/2021 Approved)Florida
Registered Investment Advisory firm - (2/12/2021 Terminated)Georgia
Registered Investment Advisory firm - (3/17/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8825 Perimeter Park Blvd. Suite 304, Jacksonville, FL 32216
Mailing Address
Phone number
(904) 996-7800
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 988 |
| AUM (Assets Under Management) | $ 218,548,065 |
Red Flags
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Company Information
TRUSTWELL FINANCIAL ADVISORS, LLC
CRD#: 108426Jacksonville, FL 32216TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
