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Freedom Wealth Alliance Employee Directory

Financial ServicesWisconsin, United States2-10 Employees

Freedom Wealth Alliance is a financial services firm based in Brookfield, Wisconsin, offering investment management, retirement planning, and comprehensive financial planning to families and closely held businesses. Its aim is to deliver personalized service and objective guidance that helps clients assess their current financial picture and develop tailored strategies to grow and preserve wealth, enabling clients to maintain the lifestyle they value. The company operates in a regulated environment through its affiliation with LPL Financial for securities and positions itself as a registered investment adviser separate from LPL, emphasizing independent advisory relationships. Founded and operating in the United States, Freedom Wealth Alliance serves a niche client base seeking structured, long-term financial planning and asset management to address wealth and lifestyle goals.

Find Freedom Wealth Alliance employees' phone numbers or email addresses

Freedom Wealth Alliance Global Highlights

Location
Employees

North America
12

Minus sign iconPlus sign icon
  • United States Of America
    12

Freedom Wealth Alliance's Leadership

  • Stylized image of a person
    F. F.
    President
    Mobile Phone
  • Stylized image of a person
    A. Z.
    Senior Vice President
    Mobile Phone
  • Stylized image of a person
    H. L.
    Branch Manager
    Mobile Phone
  • Stylized image of a person
    B. R.
    Client Solution Specialist
    Mobile Phone

Freedom Wealth Alliance Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Freedom Wealth Alliance

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    F. F.
    President
    Mobile Phone
    Jul 09, 2024
  • Stylized image of a person
    A. Z.
    Senior Vice President
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    H. L.
    Branch Manager
    Mobile Phone
    Jun 26, 2026
  • Stylized image of a person
    B. R.
    Client Solution Specialist
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Freedom Wealth Alliance known for?

Minus sign iconPlus sign iconFreedom Wealth Alliance was founded in 2014 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-262-798-****
. Explore Freedom Wealth Alliance's company overview page for more information.

What is Freedom Wealth Alliance's most common email format?

Minus sign iconPlus sign iconFreedom Wealth Alliance employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Freedom Wealth Alliance email formats with LeadIQ.

How many employees does Freedom Wealth Alliance have currently?

Minus sign iconPlus sign iconFreedom Wealth Alliance has approximately 6 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Freedom Wealth Alliance's key employees and leadership?

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As of July 2026, Freedom Wealth Alliance's key employees include:

  • President: F. F.
  • Senior Vice President: A. Z.
  • Branch Manager: H. L.
  • Client Solution Specialist: B. R.

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