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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Kim Freel is a financial advisor with over 29 years of experience in the industry. Steven currently works with LPL Financial LLC, and has previously worked with Cambridge Investment Research, Inc. and Woodbury Financial Services, Inc.. Steven holds several designations including Certified Financial Planner and Chartered Financial Consultant and is licensed to provide financial advice in 17 states. Steven has a strong track record of providing investment advice to individuals, families, and businesses. Steven is committed to helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CO
03/14/2024 - Present
LPL Financial LLC (BERTHOUD CO)
MI
04/09/2013 - 03/21/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (Nunica MI)
MI
02/19/2004 - 04/16/2013
WOODBURY FINANCIAL SERVICES, INC. (BYRON CENTER MI)
FL
02/11/1998 - 02/19/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
07/06/1994 - 03/06/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
IA
Issued 10/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/05/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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