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Kurt Rozman, CFS, AAMS®
Freedom Wealth Alliance

Tel: 262-798-7979
675 North Barker Road Suite 220
Brookfield, WI 53045
Freedom Wealth Alliance | Financial Advisor in Brookfield ,WI

Live Well, Live Free


About 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


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.

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General Information

Firm Start Year:   2001
No.of Employees:   10-19
Name of Broker/Dealer:   LPL Financial
States Licensed in:   WI
Number of Years with Current Firm:   4
Advisory Services Provided:   Financial Advice & Consulting, Financial Planning for Individuals, Retirement Planning, Portfolio Management, Risk Management

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Financial 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.

Retirement Planning

At retirement, having a predictable, long-term income source is critical. We have created a strategy, founded in solid planning, that is designed to help generate income while still allowing for some growth.

Investment Advice & Management

When we provide advisory services, we act as a fiduciary for our clients. We take managing our clients wealth very seriously. Our four-step process has been designed around helping clients better understand, and feel comfortable with, the potential risk and reward of their investments. 1) Understand and Prioritize Your Financial Goals. Through these discussions, we can get a better sense of what you have set this money aside for. Whether its a secure retirement, or a home on the ocean, we will work together to help you work towards your personal goals. 2) Determine Your Investment Objective and Risk Profile. This process will help clearly define your risk comfort level, and the risk your portfolio should take for potential returns, given your financial goals. 3) Select a Management Style. We appreciate that clients have different investment philosophies, and we offer a number of portfolios to help address these views. Our advisors will help you choose your right fit across our different Management Styles. 4) Select the Appropriate Portfolio. At Freedom Wealth Alliance, you have the flexibility to select one or a combination of our portfolios. Your advisor will help guide you through this process.

Risk Management

We utilize an innovative tool powered by Riskalyze, based on the work of Nobel Prize-winning behavioral psychologist Daniel Kahneman. This tool helps pinpoint investor risk tolerance and engineer portfolio risk. We integrate the Individual Risk Number (I.R.N.) into our clients portfolio selection and review process. You and your advisor work closely together to implement a meaningful investment portfolio.


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.

Why should I choose you as my financial advisor?

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 are your qualifications? What is your education background?

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.

How do you charge for your services?

Retirement Planning, Financial Planning, Investment Planning & Management, Income Planning, Business Succession Planning, Estate Planning Strategies, Inheritance Planning, Tax Planning Strategies

How are you compensated? How will I pay for your services?

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.

Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


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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