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Gregory Thomas Freeman

Investment Adviser Representative at STRIVE FINANCIAL GROUP, LLC

Carmel, INCRD #5695227Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
17 yrs
States Registered
2 states
Exams Passed
4

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
IndianaTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/11/2015
Series 63
Uniform Securities Agent State Law Examination
Passed 11/24/2009
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 9/10/2009

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0125
Asset tierAnnual rate
First $500,0001.25%
Next $500,0000.85%
Next $1,000,0000.75%
Next $1,000,0000.60%
Next $2,000,0000.45%
Next $5,000,0000.35%
Subsequent amounts0.20%
Source

Strive Financial Group, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

STRIVE FINANCIAL GROUP, LLCCurrent
10/30/2024Carmel, IN
WELLINGTON WEALTH STRATEGIES, LLC
11/19/201912/31/2024Indianapolis, IN
MML INVESTORS SERVICES, LLC
1/25/20169/16/2019Indianapolis, IN

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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View STRIVE FINANCIAL GROUP, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gregory Thomas Freeman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Gregory Thomas Freeman - Financial Advisor in Carmel, IN | AdvisorFinder