Craig Laurence Freedman

Employer firm

The Retirement Readiness Institute CRD 151123

$18.3M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting
• PENSION PLAN ADMIN. UNDER ERISA SEC. 3(16)

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

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

Current Employers

Employment History

• 02/1999 → Present
  Freedman Financial Group, Llc
  Wellington, FL
• 08/2009 → Present
  401(K) Certified Investment Advisors, Llc
  Boca Raton, FL

Previous Registrations

• 2007-07-24 → 2009-09-29
  Securities America Advisors, Inc.
  Wellington, FL
• 1999-07-16 → 2007-07-20
  Brookstreet Securities Corporation
  Lake Worth, FL

Other Businesses

1.) Independent Insurance Agent selling health and life insurance. 2.) 401K CRPA LLC; Not investment related; Boca Raton, FL; CEO/owner; 3/18/2021; 5 hrs. per month during trading hours; 15 hrs. total per month, Software development and sales. 3.) Caring for Solo Seniors, LLC; Not investment related; Boca Raton, FL; Life Needs Counselor & CEO/owner; 4/9/2024; 1 hr. per month during trading hours; 10 hrs. per month total /; Provide client and personal representative with day-to-day life needs administerial support and guidance.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-15
• S63 Uniform Securities Agent State Law Examination
  1987-01-05