Brendan William Freeman
Investment adviser representative at Cauble & Harre Wealth Management, Inc.
11 yearsExperience
2 statesRegistered in
$300.6MFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Cauble & Harre Wealth Management, Inc.Mar 2025 to now
- First Business BankOct 2018 to Jan 2025
- Regions BankJan 2015 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Cauble & Harre Wealth Management, Inc.
$300.6MAssets managed
106Clients
4Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2962505
- Firm CRD
- 143812