Cody D. Freeman

ZEN TRENDS CAPITAL LLC

Portland, OR

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CRD#: 6775287

Professional summary

Cody Douglas Freeman is a registered financial advisor currently at ZEN TRENDS CAPITAL LLC located in Portland, Oregon.

Cody is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Cody has worked at 2 firms and has passed the Series 65 exam.

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.

Owner and optician of Lovejoy Optical, a non investment related family business providing eyeglasses. I spend approximately 80 hours per month devoted to this business, all during trading hours. I manage the business and provide optician services to customers of this business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cody Douglas 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®

None

Experience

Current

February 25, 2021 - Present

ZEN TRENDS CAPITAL LLC

RIA

CRD#: 311991

Portland, OR

Past

July 22, 2017 - April 20, 2021

FREEMAN CAPITAL MANAGEMENT, LLC

RIA

CRD#: 133131

Portland, OR

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

Oregon
(2/25/2021)

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: 7/22/2017

Uniform Investment Adviser Law Examination

Current Firm

ZEN TRENDS CAPITAL LLC

ZEN TRENDS CAPITAL LLC | ZENTRENDS CAPITAL LLC | ZENTRENDS CAPITAL | ZEN TRENDS CAPITAL, LLC

CRD#: 311991 / SEC#:

Oregon

Registered Investment Advisory firm - (2/25/2021 Approved)

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Contact information

Main Address

Portland, OR

Mailing Address

Phone number

(360) 229-3036

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	20
AUM (Assets Under Management)	$ 4,794,673

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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Cody D. Freeman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cody Douglas Freeman's CRS (Customer Relationship Summary).

Certified licenses

Experience

ZEN TRENDS CAPITAL LLC

FREEMAN CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/22/2017

Current Firm

ZEN TRENDS CAPITAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ZEN TRENDS CAPITAL LLC

TRUST BUT VERIFY

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