Keith Kristan Lindberg

Freedom Investment Management, INC.

17 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Freedom Investment Management, INC.

Compensation

Fee-Only (AUM)

Firm Size

8 advisors

Number of Clients

9,327 clients

Average Client Portfolio

$230K average

Assets Under Management

$2.1B

Fee Structure

Minimum Investment:$25K

Location

Cranford, NJ

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Freedom Investment Management, INC.

February 2024 - Present · 2 yrs

Previous Registrations

3d/l Capital Management, LLC

April 2021 - December 2023 · 2 yrs 8 mos

3d Asset Management, INC.

October 2007 - March 2021 · 13 yrs 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.