Kevin J. Dunleavy

FREEDOM FINANCIAL MANAGEMENT,

ORLANDO, FL

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CRD#: 7220667

Professional summary

Kevin J Dunleavy, CFP® is a registered financial advisor currently at FREEDOM FINANCIAL MANAGEMENT, INC located in Orlando, Florida.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Kevin 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.

DD&R Enterprises LLC. This is a Real Estate investment company, presently a General Manager. Hours per month approx 10 engaged in this business. 2800 Virginia, LLC is a rental property Owned by Kevin Dunleavy.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin J Dunleavy'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: 2022

Experience

Current

May 14, 2024 - Present

FREEDOM FINANCIAL MANAGEMENT, INC

RIA

CRD#: 315316

ORLANDO, FL

Past

August 27, 2020 - May 2, 2023

ZEHNDER WEALTH MANAGEMENT, LLC

RIA

CRD#: 142197

ST. CLOUD, FL

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
(5/14/2024)

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: 8/17/2020

Uniform Investment Adviser Law Examination

Current Firm

FREEDOM FINANCIAL MANAGEMENT, INC

CRD#: 315316 / SEC#:

Florida

Registered Investment Advisory firm - (12/12/2023 Approved)

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Contact information

Main Address

2013 Live Oak Blvd Suite K, Saint Cloud, FL 34771

Mailing Address

Phone number

(321) 246-3996

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	77
AUM (Assets Under Management)	$ 13,900,000

Red Flags

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Kevin J. Dunleavy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin J Dunleavy's CRS (Customer Relationship Summary).

Certified licenses

Experience

FREEDOM FINANCIAL MANAGEMENT, INC

ZEHNDER WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/17/2020

Current Firm

FREEDOM FINANCIAL MANAGEMENT, INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FREEDOM FINANCIAL MANAGEMENT, INC

TRUST BUT VERIFY

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