Patrick T. Freeman

FREEMAN WEALTH MANAGEMENT

DALLAS, TX 75204

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CRD#: 2846357

Professional summary

Patrick Timothy Freeman, CFP® is a registered financial advisor currently at FREEMAN WEALTH MANAGEMENT located in Dallas, Texas.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Patrick has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

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.

1.) Independent Insurance Agent; Investment Related; Amarillo, TX; Less than 16 hours/month with all hours during securities trading hours. 2. PHF Diversified Holdings, LLC is not an investment-related entity, located in Amarillo, Texas. The entity is a holding company used for Mr. Freeman's self directed solo 401K. This business is not held out to clients or the general public. Mr. Freeman is the Founder effective April 2016. Mr. Freeman devotes a negligible amount of time to this business entity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Timothy Freeman'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^®

Certified Financial Planner

Start date: 2001

Experience

Current

January 30, 2025 - Present

FREEMAN WEALTH MANAGEMENT

Office #1: 2626 Cole Ave Ste 300, Dallas, TX 75204

RIA

CRD#: 333431

DALLAS, TX

Past

April 18, 2022 - January 30, 2025

RFG ADVISORY, LLC

RIA

CRD#: 158401

DALLAS, TX

Past

May 28, 2021 - April 20, 2022

HERITAGE WEALTH MANAGEMENT, LLC

RIA

CRD#: 287909

Amarillo, TX

Past

June 9, 2006 - August 11, 2009

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

DALLAS, TX

Past

June 2, 2006 - December 31, 2021

FREEMAN WEALTH MANAGEMENT LLC

RIA

CRD#: 140416

DALLAS, TX

Past

January 24, 2006 - May 18, 2006

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

FORT WORTH, TX

Past

January 30, 1997 - January 1, 2002

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

January 30, 1997 - May 18, 2006

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

FORT WORTH, TX

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

Texas
(1/30/2025)

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

IAR

Series 65

Date: 12/20/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/28/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/23/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/28/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FREEMAN WEALTH MANAGEMENT

FREEMAN WEALTH MANAGEMENT | FREEMAN WEALTH MANAGEMENT, LLC

CRD#: 333431 / SEC#:

Texas

Registered Investment Advisory firm - (1/30/2025 Approved)

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Contact information

Main Address

2626 Cole Ave Ste 300, Dallas, TX 75204

Mailing Address

Phone number

(817) 909-1115

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Patrick T. Freeman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

RFG ADVISORY, LLC

HERITAGE WEALTH MANAGEMENT, LLC

PURSHE KAPLAN STERLING INVESTMENTS

FREEMAN WEALTH MANAGEMENT LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/20/1999

Series 63

Date: 1/28/1997

Series 7

Date: 12/23/2003

Series 6

Date: 1/28/1997

Current Firm

FREEMAN WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

FREEMAN WEALTH MANAGEMENT

TRUST BUT VERIFY

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