Elijah David Freeman
Advisor at Mach-1 Financial Group, LLC — Rogers, AR
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 65
Experience Industry experience
4 years
Location
Rogers, AR 72758
Mach-1 Financial Group, LLC
Team
Total advisors
9Clients per advisor
174 Very HighAvg AUM per client
$346,333 Very LowHNW client ratio
10% Very LowElijah Freeman is a CFP® professional with four years of experience, currently serving at Mach-1 Financial Group, LLC since 2019. His prior work includes roles at KPMG, Phillips 66, and Oklahoma State University. Freeman is also a licensed insurance agent. Mach-1 Financial Group serves individuals and high-net-worth clients, as well as trusts, corporations, and partnerships, offering asset management and related advisory services through a discretionary wrap fee program. The firm manages over $546 million in assets and coordinates estate planning and tax services primarily via licensed third-party platforms.
Based on Mach-1 Financial Group, LLC
Some advisory professionals receive commissions for insurance product sales.
Fee-only: Estate planning fee up to $10,000, negotiable and can be waived in certain circumstances.
Rogers, AR
1001 S. 52nd Street, Suite 100
Rogers AR 72758
Advisors at this office
9
Arkansas · Texas
4 years of industry experience
Mach-1 Financial Group, LLC
2021 - Present • 5 years
Rogers, AR
49 Financial
2021 - 2021 • 1 year
Bentonville, AR
Kpmg
2021 - 2021 • 1 year
Houston, TX
Phillips 66
2020 - 2020 • 1 year
Bartlesville, OK
Cintas
2019 - 2019 • 1 year
Tulsa, OK
Cintas Corporation
2019 - 2019 • 1 year
Tulsa, OK
Oklahoma State University
2019 - 2021 • 2 years
Stillwater, OK
Kanakuk Camps
2018 - 2018 • 1 year
Lampe, MO
Oklahoma State University
2017 - 2021 • 4 years
Stillwater, OK
Advanced Industrial Devices
2017 - 2017 • 1 year
Tulsa, OK
Victory Christian School
2001 - 2017 • 16 years
Tulsa, OK
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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