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Keith L
Series 63, Series 65
Cranford, NJ
Freedom Investment Management, Inc.
Keith Lindberg is a financial advisor at Freedom Investment Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at 3D/L Capital Management, LLC and 3D Asset Management Inc., as well as operating Keith Lindberg Associates since 1996. Freedom Investment Management is an SEC-registered adviser serving retail and institutional clients through discretionary separately managed accounts, model portfolios, and turnkey administrative services. The firm uses quantitative, factor-based, and systematic investment approaches, combining passive asset-class index funds and ETFs to construct diversified portfolios and manage risk.
John O
Series 63, Series 65
South Windsor, CT
Freedom Investment Management, Inc.
John O'Connor is a financial advisor at Freedom Investment Management, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including 3D/L Capital Management, 3D Asset Management, and USI Advisors. Freedom Investment Management serves retail and institutional clients, offering discretionary separately managed accounts, model portfolios, and financial planning. The firm uses quantitative, factor-based, and systematic investment approaches combined with passive index funds and ETFs, managing risk through diversified portfolios.
Brian H
CFA®
Shrewsbury, MA
Freedom Investment Management, Inc.
Brian Hawley is a CFA® charterholder with 19 years of industry experience. He is currently with Freedom Investment Management, Inc., where he has worked since 2023. Prior to that, he held roles at 3 D/L Capital Management, LLC, 3D Asset Management, Inc., and Sterling Insurance Solutions, Inc. Freedom Investment Management is an SEC-registered adviser serving retail and institutional clients through discretionary separately managed accounts, model portfolios, financial planning, and turnkey administrative services. The firm uses quantitative, factor-based, and systematic approaches combined with passive index funds and ETFs to construct diversified portfolios and manage risk.
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