Addison Shea Freedle

Employer firm

Sunbelt Securities, Inc. CRD 42180

$2.64B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/2021 → 05/2022
  Loveland Volleyball Club
  Loveland, CO
• 05/2023 → 08/2023
  Ugg
  Thorton, CO
• 06/2024 → 05/2025
  Rbc Wealth Management
  Fort Collins, CO
• 08/2021 → 05/2025
  Colorado State University
  Fort Collins, CO
• 09/2025 → Present
  Sunbelt Securities Inc
  Houston, TX
• 09/2015 → 08/2017
  Zion Lutheran School
  Brighton, CO
• 08/2017 → 08/2021
  Prospect Ridge Academy High School
  Broomfield, CO
• 06/2025 → 08/2025
  Unemployed
  Brighton, CO

Other Businesses

Innovative Financial Partners LLC (DBA): Investment related. 12000 N Pecos St, Ste 290, Westminster, CO 80234. DBA, Doing Business As. Advisor Assistant. DBA. Start: 09/02/2025. 40 hours a week, during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-12

Other Names

• Addie Freedle
• Addison Freedle