Thomas Freismuth (CRD# 1150814) is an Investment Advisor Representative working at Accelerate Retirement in Aliso Viejo, CA and has over 39 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 6232434
Bluepoint Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Accelerate Retirement | Aliso Viejo, CA | May 2023 - Current | 1 |
| Nfp Retirement, Inc. | Aliso Viejo, CA | May 2021 - Jul 2023 | 2 |
| Cambridge Investment Research Inc. | Fairfield, IA | Aug 2014 - May 2021 | 6 |
| Cambridge Investment Research Advisors Inc. | Fairfield, IA | Aug 2014 - May 2021 | 6 |
| Hub International Investment Services Inc. | Del Mar, CA | Jun 2012 - May 2021 | 8 |
| Hub International Insurance Services Inc. | Del Mar, CA | Jan 2012 - May 2021 | 9 |
| Financial Telesis Inc. | San Rafael, CO | Mar 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1984 |
- CA
-
Total Assets Under Management104MILLIONS
-
Total Number of Accounts364ACCOUNTS
-
Average Account Value$285,718
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AZ, CA, GA, MD, NC, NE, NJ, PA, TX, VA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.