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Roy F
Series 63, Series 65
Richland, WA
BadgerPeak Wealth LLC
Roy Freeman is a financial advisor at BadgerPeak Wealth LLC with 19 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Nomura Asset Management U.S.A., Inc. for 12 years. Freeman also serves in a volunteer oversight role with the Phi Kappa Sigma Educational Fund. BadgerPeak Wealth LLC provides wealth management services to individuals, high-net-worth clients, and charitable organizations, offering discretionary portfolio management and standalone financial planning. The firm employs a combination of passive and active management strategies within a Modern Portfolio Theory framework, incorporating various analytical approaches to asset allocation and security selection.
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