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

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
MF

Marie E. Freemyer

TRUE FINANCIAL GROUP
Cedar Park, TX 78613
Some features on this profile are disabled
CRD#: 6278957
MF

Professional summary

Marie Elizabeth Freemyer, CFP®, who also goes by Marie Elizabeth Scully, is a registered financial advisor currently at TRUE FINANCIAL GROUP located in Cedar Park, Texas.

Marie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Marie has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Marie Elizabeth Scully

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) Owner of residential rental property; not investment-related; managing long-term residential property; September 2020; located in Leander, TX; devotes less than 1 hour per month to this activity. 2) Marie Freemeyer (individual); Yes, investment-related; Port Aransas (vacation rental), Texas and Georgetown, Texas (long-term rental); Manage vacation rental in conjunction with a hired Property Manager and manage long-term residential property; Manager; Owner; March 2021 (vacation rental) and October 2021 (residential rental); Less than 1 hour per month; Less than 1 hour per month during trading hours; Owner and Manager. 3)Rental Property; not investment related; Leander, TX; owner; Start September 2022; 1 hour per month; none during trading hours; managing residential property 4)Rental Property; not investment related; Round Rock, TX; owner; Start September 2022; 1 hour per month; none during trading hours; managing residential property

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marie Elizabeth Freemyer'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®
CFP®

Certified Financial Planner

Start date: 2016

Experience

Current

March 17, 2017 - Present

TRUE FINANCIAL GROUP

Office #1: 1464 E Whitestone Blvd Suite 1601, Cedar Park, TX 78613
RIA
CRD#: 285850
Cedar Park, TX
Past

October 7, 2014 - March 22, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
CEDAR PARK, TX
Past

August 19, 2014 - March 22, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
CEDAR PARK, TX

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".
TF
TRUE FINANCIAL GROUP
TRUE FINANCIAL GROUP | TRUEFG, LLC

CRD#: 285850 / SEC#: 801-110087

RIA
Registered Investment Advisory firm - (3/17/2017 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.

Highlighted states indicate IAR registrations

IAR
Texas
(3/17/2017)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/6/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/22/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/19/2014
General Securities Representative Examination

Current Firm

TF
TRUE FINANCIAL GROUP
TRUE FINANCIAL GROUP | TRUEFG, LLC

CRD#: 285850 / SEC#: 801-110087

RIA
Registered Investment Advisory firm - (3/17/2017 Approved)
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
1464 E Whitestone Blvd Suite 1601, Cedar Park, TX 78613
Mailing Address
Phone number
(512) 649-2383
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A, APP 1 - WRAP BROCHURE (3/19/2025)
FORM ADV PART 2A - FIRM BROCHURE (3/19/2025)

Regulatory assets under management

Total Number of Accounts2,097
AUM (Assets Under Management)$ 346,000,000

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.

Company Information

TRUE FINANCIAL GROUP

CRD#: 285850Cedar Park, TX 78613

TRUST BUT VERIFY

Monitor Marie Freemyer

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

Similar Advisors

Steven Raymond Gallegos
Steven GallegosAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Austin, TX
Eric Scott Pomerantz
Eric PomerantzAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Austin, TX
Jeffrey Glenn Weeks
Jeffrey WeeksAdvisorCheck Check Mark
ATX PORTFOLIO ADVISORS, LLC
IAR
Austin, TX
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
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