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Kurt Rozman

Creating Independence for Financial Professionals - We Handle the Details for Advisors Who Choose to Go Independent - Portfolio Management - Compliance Oversight - Marketing and Business Development
Greater Milwaukee
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Kurt Rozman

Creating Independence for Financial Professionals - We Handle the Details for Advisors Who Choose to Go Independent - Portfolio Management - Compliance Oversight - Marketing and Business Development
Greater Milwaukee
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Kurt Rozman has over 25 years of experience as a financial advisor, helping clients and advisor partners achieve their goals. He specializes in guiding financial professionals out of captive positions with large firms and into a life of professional independence. His team at Freedom Wealth Alliance provides support and guidance on payout change issues, establishing service models, compliance oversight, portfolio management, marketing, business development, and more. Kurt prioritizes a client-centric approach to help people find purpose and contentment through a strong financial foundation. He has studied Finance and Financial Management Services at the University of Wisconsin-Milwaukee and has served in various leadership positions such as President of Explore Freedom, President of Freedom Wealth Alliance, and President of Rozman Wealth Management. Before entering the financial industry, Kurt attended the University of Wisconsin-Milwaukee to study Finance, General. He has also worked as a Financial Advisor at Edward Jones.

This public profile is provided courtesy of Clay. All information found here is in the public domain.