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Montgomery, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-12 |
Branch Locations
Montgomery, TX • United States
2001 Timberloch Pl Ste 500, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oak River Financial Group Inc. | Conroe | TX | 01/2019 | 01/2024 |
| Schaefer Oilfield Services | Conroe | TX | 10/2009 | 12/2018 |
| Oak River Insurance Group Llc | Montgomery | TX | 01/2020 | Present |
| Oak River Financial Group Inc. | Conroe | TX | 01/2019 | 01/2024 |
| Freeman & Freeman Private Wealth Management Llc | Montgomery | TX | 06/2023 | Present |
| Freeman & Freeman Private Wealth Management Llc | Montgomery | TX | 08/2023 | Present |
Oak River Insurance Group LLC. Insurance business focused on FIA - Fixed Indexed annuities and other Fixed Annuities as well as life insurance. Investment related. The address for this business at a Private Residence, Montgomery, TX 77316. Managing Member and Insurance Agent. Formed: Oct 30th 2019. Due to the nature of Oak River Insurance Group LLC, Nichol Freeman is only active in the company when a client of Freeman & Freeman chooses to take advantage of such products offered by Oak River Insurance. It is not Nichol Freeman's primary focus and therefore does not constitute a set number of hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-14 |
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