Michael Paul Otterson

Freedom Investment Management, INC.

17 Years of Experience

1 Disclosure

View SEC Summary

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

Bountiful, UT

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History

Regulatory History (1)

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Criminal

May 2003

Final Disposition

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Freedom Investment Management, INC.

December 2023 - Present · 2 yrs 2 mos

Previous Registrations

3d/l Capital Management, LLC

April 2021 - December 2023 · 2 yrs 8 mos

3d Asset Management, INC.

May 2020 - March 2021 · 10 mos

Pogson & Matt Wealth Management Group, LLC

July 2019 - March 2020 · 8 mos

Fidelity Personal and Workplace Advisors

July 2018 - January 2019 · 6 mos

Strategic Advisers LLC

April 2018 - July 2018 · 3 mos

Fidelity Brokerage Services LLCBroker

April 2018 - January 2019 · 9 mos

Transamerica Investors Securities CorporationBroker

October 2014 - June 2017 · 2 yrs 8 mos

Transamerica Retirement Advisors, LLC

September 2014 - June 2017 · 2 yrs 9 mos

Strategic Advisers, INC.

September 2010 - September 2014 · 4 yrs

Fidelity Brokerage Services LLCBroker

October 2006 - September 2014 · 7 yrs 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.