President · Freeman, Will & Niemeier, Inc.
Patrick B. Freeman
CRD 1150805 · Named on Form ADV at one SEC-registered adviser
At a glance
Freeman, Will & Niemeier, Inc., an SEC-registered wealth manager based in Evansville, IN with $284 million in regulatory assets, lists Patrick B. Freeman on its Form ADV as President, a control person.
Firms and roles
- Freeman, Will & Niemeier, Inc.PresidentWealth manager · Evansville, IN · $284M in regulatory assets
AtlasMembers
Patrick’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Patrick E. FreemanChief Compliance Officer, Freeman, Will & Niemeier, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Patrick’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.