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Current Employers
Freedom Funds Management Co

1200 17Th St Ste 850, Denver, CO 80202-5808 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 1999-01-01
  • CO RA
    APPROVED
    Since 1999-01-01

Branch Locations

1200 17Th St #1000, Denver, CO 80202-5835 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Freedom Funds Management Company Denver CO 12/1994 Present
Colorado Financial Service Corporation Centennial CO 06/2016 Present
  • 12/1994 → Present
    Freedom Funds Management Company
    Denver, CO
  • 06/2016 → Present
    Colorado Financial Service Corporation
    Centennial, CO
Other Businesses

1) MILLER ESTATE CO. - DIRECTOR. 1985 - PRESENT. 20% OWNERSHIP. 2)KELINCO - PARTNER. 33% OWNERSHIP. 3) FREEDOM FUNDS MGT CO - SHAREHOLDER. 65% OWNERSHIP. 4) CARBON CO HOLDING CO - PRESIDENT. 65% OWNERSHIP. 5) CENTENNIAL LLC, 100% OWNERSHIP. 6) COWBOY STATE BANCORP INC., 53% OWNERSHIP. 7) PARTNER MEADE CROSSING, 97% OWNERSHIP. 8) RAWLINS NATL BANK - DIRECTOR. 1995 - PRESENT.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1982-09-23
  • S63 Uniform Securities Agent State Law Examination
    1982-09-23

View on SEC IAPD

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