John
Freeman

Osaic Institutions, Inc

CRD#1360164
Investment Advisor
in Overland Park, KS

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

John Freeman is a financial advisor based in Overland Park, Kansas, working with Osaic Institutions, Inc. John has previously held positions at Raymond James Financial Services, Inc, Assurity Financial Life Insurance, Keating Financial Advisory Services, LLC, Raymond James Financial Services Advisors, Inc, Freeman Financial Concepts, Keating & Associates, Non-Variable Insurance, Virtue Financial Advisors, and Infinex Investments, Inc. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Kansas. Currently, John is part of Osaic Institutions, Inc, which operates out of Overland Park, Kansas. The firm has 557 offices and 722 employees. The firm manages assets totaling $3.6 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Osaic Institutions, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

8100 W. 151St Street
Overland Park, KS 66212

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Osaic Institutions, Inc Brokerage Details

Total Assets Under Management

$3,626,644,800

KS Average: $5,297,377,271
Total Number of Employees

722

KS Average: 35
Total Number of Accounts

8,478

KS Average: 690
Average Account Size

$427,771

KS Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

John Freeman Work History

2018 - Present (7 years)

Virtue Financial Advisors

2018 - Present (7 years)

Infinex Investments, Inc

2010 - Present (15 years)

Freeman Financial Concepts

2009 - 2018 (9 years)

Raymond James Financial Services Advisors, Inc

2007 - 2018 (11 years)

Keating Financial Advisory Services, LLC

2005 - 2018 (13 years)

Raymond James Financial Services,Inc

2005 - 2018 (13 years)

Assurity Financial Life Insurance

2005 - 2018 (13 years)

Keating & Associates

2005 - 2018 (13 years)

Non-Variable Insurance

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of John Freeman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Osaic Institutions, Inc

James Mckenna
Dover, NH
Brian Marois
South Windsor, CT
Henry Nunez
Scarsdale, NY
Justin Perri
Cornelius, NC
Simion Procopenco
Centerville, MA
Ling Mao
New York, NY
Peter Aiello
Canton, MA
Enoch Arnett
Christiansburg, VA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started