Todd Lewis Freeman

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2004 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 03/2005 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1) TODD FREEMAN, 1601 EL CAMINO REAL #201 BELMONT CA, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 07/2004, NIR, 10 HR/MO 0 HR/MO TRADING 2) TODD FREEMAN 140 ELWOOD STREET REDWOOD CITY CA, 08/2011, OWNER, COLLECTING COMIC ART AS A HOBBY AND ATTENDING CONVENTIONS & POST ARTWORK ONLINE, NIR, 1 HR/MO 0 HR/MO TRADING 3) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, AS ADVISORY REP OF A RIA. INV REL, 20/WK 20/TRADING, 07/2004 4) FREEMAN WEALTH PLANNING, 1601 EL CAMINO REAL SUITE 201 BELMONT CA 94002, 02/2024, OWNER, DBA, INV REL, 160 HR/MO 160 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-08-16
• S63 Uniform Securities Agent State Law Examination
  1983-10-13

Designations

• Certified Financial Planner
• Chartered Financial Consultant