Jeffrey Paul Freeman

Current Employers

Employment History

• 07/2002 → 09/2025
  Avantax Investment Services, Inc.
  Rochester, MI
• 05/2010 → 09/2025
  Avantax Advisory Services
  Rochester, MI
• 10/2003 → 09/2025
  Avantax Insurance Agency, Llc
  Rochester, MI
• 12/2000 → Present
  Craun Freeman Tax & Wealth Management
  Rochester, MI
• 01/2001 → Present
  Craun, Freeman & Associates, Pc
  Rochester, MI
• 12/2000 → Present
  Craun Freeman Tax & Wealth Manangement
  Rochester, MI
• 01/2025 → Present
  Anchorpointe Wealth Advisors Llc
  Rochester, MI
• 07/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Rochester, MI
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Rochester, MI

Previous Registrations

• 2010-06-11 → 2025-09-05
  Avantax Advisory Services
  Rochester, MI
  Naples, FL

Other Businesses

1) Rochester Advisory Group LLC~'NIR'~800 W University Dr, Suite A~Rochester~MI~48307~Rental Property~Agent~1/24/2017~0hrs~0hrs~Pay our portion of monthly rental expenses to this entity. 2) Craun, Freeman & Associates, PC~'NIR'~950 W University Dr, Ste 101~Rochester~MI~48307~Accounting Services/Tax Preparation~Owner~1/1/2001~80hrs~0hrs~I prepare tax returns for individuals and business entities. I also work with the IRS and individual states to help taxpayers work thru federal and state tax issues. I also response to taxpayer emails regarding tax current tax questions 3) Craun Freeman Charitable Foundation~'NIR'~950 W University Dr., Ste 101~Rochester~MI~48307~Other~Other~7/9/2007~1hrs~0hrs~To organize events or functions, collect donations, deposit the donated funds and then write and send checks to people or organization in need 4) CRAUN FREEMAN TAX & WEALTH MANANGEMENT POSITION: Owner/Sole Proprietor NATURE: Accounting Services/Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 40 START DATE: 12/01/2000 ADDRESS: 800 W University Dr, Ste A, Rochester MI 48307, United States DESCRIPTION: I am 50% owner of this business and President 5) ANCHORPOINTE WEALTH ADVISORS LLC POSITION: Manager NATURE: This entity is being created as a marketing entity within our office so that 3 separate entities can come together under one wealth management entity to service our clients INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 100 START DATE: 01/28/2025 ADDRESS: 800 W University Dr, Suite A, Rochester MI 48307, United States DESCRIPTION: The duties and responsibilities are to market our financial services business for 5 advisors and 1 assistant under 1 common name for client consistency with our financial services business. This will help with succession planning and client recognition.

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-01-23

Designations