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Frank F

ChFC®, Series 63

Santa Rosa Beach, FL

freeGulliver, LLC

Frank Friedler III is a ChFC® with 19 years of industry experience, currently serving at freeGulliver, LLC. He has been involved with FreeGulliver since 2001 and with Friedler Group, LLC since 1996. Outside of his advisory role, Mr. Friedler is a board member of Helpful Hound, LLC, a company that develops and operates food courts nationwide, and participates in managing multiple investment-related entities and technology ventures. FreeGulliver provides investment advisory and financial planning services to individuals, private pooled investment vehicles, pension and profit-sharing plans, and family offices. The firm offers discretionary and non-discretionary portfolio management, acts as manager and administrator for multiple private funds, and employs model portfolios tailored to client objectives, risk tolerance, and liquidity needs.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Founder/Business Owner
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Raymond R

Series 65

New Orleans, LA

freeGulliver, LLC

Raymond Rathle III is a financial advisor at freeGulliver, LLC with a Series 65 credential. He has one year of industry experience, including roles at Red Ventures and other organizations prior to joining freeGulliver. FreeGulliver, LLC provides investment advisory and financial planning services to individuals, private pooled investment vehicles, pension and profit-sharing plans, and family offices. The firm manages discretionary and non-discretionary portfolios, constructs model portfolios using mutual funds, ETFs, and third-party managers, and serves as a private fund sponsor and administrator.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Founder/Business Owner
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Michael K

Series 65

New Orleans, LA

freeGulliver, LLC

Michael Kirschman is a financial advisor with freeGulliver, LLC, holding a Series 65 designation and bringing 13 years of industry experience. He has been with freeGulliver since 2013, including its current form since 2017. Outside of his advisory role, Kirschman is involved in several business ventures, including managing family partnerships, consulting firms, and private equity investments. FreeGulliver, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, private pooled investment vehicles, pension and profit-sharing plans, and family offices. The firm offers discretionary and non-discretionary portfolio management, pension consulting, and family office services, and acts as manager, adviser, and administrator for multiple private funds, utilizing tailored investment strategies that include the use of options and derivatives.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Founder/Business Owner
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Andrew H

CFA®

Fort Worth, TX

freeGulliver, LLC

Andrew Hansel is a CFA® charterholder based in Fort Worth, TX, with four years of experience at freeGulliver, LLC. He serves as president of Aegean Property Group, a real estate investment entity, and is a member of the Board of Trustees for Cathedral Montessori School in New Orleans. His prior experience includes nearly two decades at Eclectic Investment Management. FreeGulliver provides investment advisory and financial planning services to individuals, private pooled investment vehicles, pension and profit-sharing plans, and family offices. The firm manages both discretionary and non-discretionary portfolios, constructs model portfolios using mutual funds, ETFs, and third-party managers, and acts as sponsor and administrator for multiple private funds.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Founder/Business Owner
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Clifford M

Series 65

Denver, CO

freeGulliver, LLC

Clifford Mintz is a financial advisor at freeGulliver, LLC with seven years of industry experience. He holds a Series 65 designation and has been with freeGulliver since 2018, including its predecessor entity. Outside of his advisory role, Mintz is a partner in Sweet Nola LLC, a retail food service business. freeGulliver provides investment advisory and financial planning services to individuals, private pooled investment vehicles, pension and profit-sharing plans, and family offices. The firm offers customized portfolio management and financial planning, manages multiple private funds, and employs various investment strategies tailored to client objectives.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities Founder/Business Owner
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