wiseradvisor

Kurt Rozman
Freedom Wealth Alliance

Tel: (262) 798-7979
675 North Barker Road Suite 220
Brookfield, WI 53045

Live Well, Live Free

Freedom Wealth Alliance | Financial Advisor in Brookfield ,WI

About Freedom Wealth Alliance

The experienced professionals at Freedom Wealth Alliance can help provide clarity to your financial objectives and direction toward your goals. Our guidance is delivered with a level of integrity and reliability that keeps your needs at the forefront. As an independent firm, we have no proprietary products to sell and no sales quotas to meet, which means you receive recommendations that are objective.

We help our clients build a foundation for their financial future. They appreciate the level of attention and service we provide, and our commitment to building longstanding relationships based on trust.


General Information

Firm Start Year:   2001
No.of Employees:   10-19
Name of Broker/Dealer:   LPL FINANCIAL LLC
States Licensed in:   WI
Number of Years with Current Firm:   4


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record



Faqs

  • Do you have a customer satisfaction or refund policy? If a client decides to transfer their advisory accounts for any reason at all we help guide them as to the best way to move their accounts to a new advisor.
  • What are your qualifications? What is your education background? Our team has a collective of over 100 years of experience in the financial services industry. All administrative personnel are series 7 registered with over 10 years of experience, all financial advisors have additional experience and registrations.
  • What is your approach to financial planning? We include basic financial planning as a value-added service for our advisory clients. If you are a financial planning only client, we have a few different types of financial plans to choose from and there is a corresponding one-time cost for those.
  • What services do you offer? Retirement Planning, Financial Planning, Investment Planning & Management, Income Planning, Business Succession Planning, Estate Planning Strategies, Inheritance Planning, Tax Planning Strategies
  • How many clients do you currently manage? Approximately 800
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Disclaimer

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Freedom Wealth Alliance, a registered investment advisor and separate entity from LPL Financial.

Kurt Rozman

Kurt Rozman

Since my beginning as a financial professional, I believed that advising is about more than just money - it's the service of helping real people find the purpose and contentment they seek from a strong financial foundation. With this client-centric approach, I spent the next 25 years seeking to build a collaborative team of professionals that embody the high standards that I felt clients deserved. From that vision, Freedom Wealth Alliance, a registered investment advisory firm, was born.

The Alliance of shared talent, complimentary skills and a mission to improve people's lives, drives us every day. We are now offering to share this vision with other financial advisors who strive for excellence in their field and seek needed support from an advanced service platform.

FWA is home for many area advisors who share the belief that service excellence can only be achieved by a well-coordinated, well-structured team. We work together as a family just like my grandfather, my Dad and I did 30 years ago in our family hardware store. "Together, we can solve every challenge we face individually." Kurt Rozman

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My Services

Financial Advice & Consulting

Your Financial Roadmap is unique to you and your specific goals, we help you develop a strategy to pursue your dream destination. We help address the emotional and financial impact of lifes transitions and help you plan for comfortable retirement. We invite you to meet with an advisor to discuss your needs, its complimentary, informative, and we think you might even enjoy it! You can also rest assured we do not believe in high pressure tactics. First, we will listen to you and hear about your needs. Second, we will explain how we can work together and what we have to offer. At some point in the future, we can decide if we would like to pursue a long-term relationship working together toward your goals. Its one hour of your time that could shape your future dramatically. Give us a call today  its just that easy!


Financial Planning for Individuals

We understand that without a well-thought-out plan, your goals and dreams will remain just that. The proper alignment of your goals, and our methodology for helping make smart decisions, problem-solve, and work through financial obstacles, can help increase your probability of arriving just where you want. We interactively develop and monitor personal financial plans throughout the life of the client relationship. Using the latest, state of the art, comprehensive service and financial planning tools you and your advisor can track where you are and where you want to be. Communication and transparency are key. Our process is designed around delivering the appropriate action or advice, leaving clients free to enjoy life in ways they always intended. You and your situation are unique! Our discovery process develops an understanding of your unique situation, your specific goals, and a strategy to pursue your dream destination. That is why we provide flexible options for partnering with our firm.


Portfolio Management

We take a comprehensive, disciplined approach to investment research and portfolio construction. Backed by our experience, we incorporate elements of global asset allocation strategies, value investing, trend analysis, and tactical risk management to construct our portfolios. Our investment process is structured to help us understand how various economic and market factors can impact investments over different time periods. We leverage sophisticated tools for quantitative analysis and perform deep qualitative research that quantitative analysis can miss. Our goal is to artfully blend high-quality investments into our clients portfolios while seamlessly managing downside risk, in an effort to help them work towards their personal financial goals.


My Team

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 4:30 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 4:30 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 4:30 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 4:30 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 4:30 PM

Communities Served

Big Bend Caledonia
Cedarburg Delafield
Dousman Elm Grove
Franklin Germantown
Grafton Greendale
Hales Corners Hartland
Menomonee Falls Mequon
Milwaukee Mukwonago
Muskego New Berlin
Oak Creek Oconomowoc
Pewaukee Racine
South Milwaukee Sussex
Thiensville Waterford
Waukesha West Bend

Compensation Arrangements

Check Bank Transfer

News & Events


Social Security Educational Workshop
When: 08/15/2019 4-6 pm | By: Kurt Rozman
Location: The offices of Freedom Wealth Alliance
Details: Learn about the Social Security program, its benefits, deadlines and processes. Discover the best ways to maximize your benefits. Bringing a friends or family members is highly encouraged. Snacks and beverages will be served. ...more

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