linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffrey Cannon Freeberg

Midwest Capital Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your Profile

About Jeffrey Cannon Freeberg

Jeffrey Cannon Freeberg is a financial advisor at Midwest Capital Advisors, LLC. Jeffrey has been in the industry since 2021. Jeffrey is registered with the state of Michigan. Jeffrey specializes in providing financial planning and retirement planning services to individuals, businesses, and organizations. Jeffrey has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations.

Firm Information

Jeffrey Freeberg is currently registered with Midwest Capital Advisors, LLC. Midwest Capital Advisors, LLC is a Grand Rapids, MI-based investment advisor with over $947 million in regulatory assets under management. The firm provides financial planning, portfolio management, and retirement plan consulting services to individuals, businesses, pension plans, and charitable organizations. They have a team of 7 investment advisor representatives.
Midwest Capital Advisors, LLC

630 KENMOOR AVE. SE

GRAND RAPIDS, MI 49546

$947.30M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

retirement plan consulting

Retirement plan consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Consulting fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeffrey Freeberg’s Registration & Firm History

MI

07/09/2021 - Present

Midwest Capital Advisors, LLC (GRAND RAPIDS MI)

MI

01/26/2021 - 06/24/2021

SAGEPOINT FINANCIAL, INC. (GRAND RAPIDS MI)

Not sure if Jeffrey Cannon Freeberg is right for you?

Licenses & Designations

BOTH

Issued 02/24/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/26/2021

SIE - Securities Industry Essentials Examination

BC

Issued 01/07/2021

Series 7TO - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Cannon Freeberg.
Not sure if Jeffrey Cannon Freeberg is right for you?