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Paul G

Series 63, Series 65

Bartlesville, OK

Advisory Services Network

Paul Gustafson is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 licenses and has 32 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Freedom Financial Strategies, Inc. In addition to his advisory work, he is an officer at the Ochelata Sportsman Club, a nonprofit organization, and serves as a business administrator for a wholesale insulation company. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisers. The firm offers portfolio management, financial planning, and investment consulting, managing about $8.6 billion in client assets with strategies tailored across various asset classes using both discretionary and non-discretionary approaches.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Jeremy G

Series 63, Series 65

Bartlesville, OK

Advisory Services Network

Jeremy Gustafson is a financial advisor with Advisory Services Network and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including roles at Voya Financial Advisors and as President of Freedom Financial Strategies, Inc., a service support company for Sentry Advisers. Gustafson has served as President of Freedom Financial Strategies since 2018. Advisory Services Network supports individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm provides portfolio management, financial planning, investment consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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