Gregory Thomas Freeman
Investment adviser representative at Strive Financial Group, LLC
17 yearsExperience
2 statesRegistered in
$246.7MFirm assets
1 yearFirm 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Strive Financial Group, LLCSep 2024 to now
- Freeman FinancialDec 2021 to now
- Wellington Wealth Strategies, LLCNov 2019 to now
- Trustwealth StrategiesSep 2019 to now
- MML Investor Services, LLCSep 2009 to Sep 2019
- Massmutual Life Insurance CompanJun 2009 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Strive Financial Group, LLC
$246.7MAssets managed
769Clients
11Advisers
1 yearIn 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
- 5695227
- Firm CRD
- 333298