FREEDOM ONE INVESTMENT ADVISORS, INC.
CRD #107627 SEC #801-50702 CLARKSTON, MI 248-620-8100
SEC Registered
Total AUM
$1B
Discretionary
$632.4M
Employees
11
Clients
--
Accounts
1,322
Firm Details
- Organization Type
- Corporation
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GREGG, DONALD, IAN | I | CHIEF INVESTMENT OFFICER | NA | |
| GREGG, DONALD, IAN | I | CHIEF INVESTMENT OFFICER | NA | |
| GREGG, DONALD, IAN | I | V.P. INVESTMENT ADVISORY SERVICES | NA | |
| GREGG, DONALD, IAN | I | CHIEF INVESTMENT OFFICER | NA | |
| GREGG, DONALD, IAN | I | CHIEF INVESTMENT OFFICER | NA | |
| GREGG, DONALD, IAN | I | CHIEF INVESTMENT OFFICER | NA | |
| GREGG, DONALD, IAN | I | CHIEF INVESTMENT OFFICER | NA | |
| GREGG, DONALD, IAN | I | CHIEF INVESTMENT OFFICER | NA | |
| GREGG, DONALD, IAN | I | CHIEF INVESTMENT OFFICER | NA | |
| GREGG, DONALD, IAN | I | CHIEF INVESTMENT OFFICER | NA | |
| KRAJACIC, JOSEPH, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KRAJACIC, JOSEPH, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KRAJACIC, JOSEPH, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KRAJACIC, JOSEPH, JOHN | I | FIN./COMP. OFFICER | NA | |
| KRAJACIC, JOSEPH, JOHN | I | FIN./COMP. OFFICER | NA | |
| KRAJACIC, JOSEPH, JOHN | I | FIN./COMP. OFFICER | NA | |
| KRAJACIC, JOSEPH, JOHN | I | FIN./COMP. OFFICER | NA | |
| KRAJACIC, JOSEPH, JOHN | I | FIN./COMP. OFFICER | NA | |
| KRAJACIC, JOSEPH, JOHN | I | FIN./COMP. OFFICER | NA | |
| WAYNE, MARK, MICHAEL | I | PRESIDENT AND CEO/DIR. | NA | Control |
| WAYNE, MARK, MICHAEL | I | PRESIDENT AND CEO/DIR. AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WAYNE, MARK, MICHAEL | I | PRESIDENT AND CEO/DIR. | NA | Control |
| WAYNE, MARK, MICHAEL | I | PRESIDENT AND CEO/DIR. AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WAYNE, MARK, MICHAEL | I | PRESIDENT AND CEO/DIR. AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WAYNE, MARK, MICHAEL | I | PRESIDENT AND CEO/DIR. AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WAYNE, MARK, MICHAEL | I | PRESIDENT AND CEO/DIR. | NA | Control |
| WAYNE, MARK, MICHAEL | I | PRESIDENT AND CEO/DIR. | NA | Control |
| WAYNE, MARK, MICHAEL | I | PRESIDENT AND CEO/DIR. AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WAYNE, MARK, MICHAEL | I | PRESIDENT AND CEO/DIR. | NA | Control |
| WAYNE, MARK, MICHAEL | I | PRESIDENT AND CEO/DIR. | NA | Control |
| WAYNE, MARK, MICHAEL | I | PRESIDENT AND CEO/DIR. | NA | Control |
| WAYNE, MARK, MICHAEL | I | PRESIDENT AND CEO/DIR. | NA | Control |
| WAYNE, MARK, MICHAEL | I | PRESIDENT AND CEO/DIR. AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WAYNE, MARK, MICHAEL | I | PRESIDENT AND CEO/DIR. AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WAYNE, MICHAEL | I | TRUSTEE OF THE MICHAEL WAYNE TRUST | NA | Control |
| WAYNE, MICHAEL | I | TRUSTEE OF THE MICHAEL WAYNE TRUST | NA | Control |
| WAYNE, MICHAEL | I | TRUSTEE OF THE MICHAEL WAYNE TRUST | NA | Control |
| WAYNE, MICHAEL | I | TRUSTEE OF THE MICHAEL WAYNE TRUST | NA | Control |
| WAYNE, MICHAEL | I | TRUSTEE OF THE MICHAEL WAYNE TRUST | NA | Control |
| WAYNE, MICHAEL | I | TRUSTEE OF THE MICHAEL WAYNE TRUST | NA | Control |
| WAYNE, MICHAEL | I | TRUSTEE OF THE MICHAEL WAYNE TRUST | NA | Control |
| WAYNE, MICHAEL | I | TRUSTEE OF THE MICHAEL WAYNE TRUST | NA | Control |
| WAYNE, MICHAEL | I | TRUSTEE OF THE MICHAEL WAYNE TRUST | NA | Control |
| WAYNE, MICHAEL | I | TRUSTEE OF THE MICHAEL WAYNE TRUST | NA | Control |
| WAYNE, MICHAEL | I | TRUSTEE OF THE MICHAEL WAYNE TRUST | NA | Control |
| WAYNE, MICHAEL | I | TRUSTEE OF THE MICHAEL WAYNE TRUST | NA | Control |
| WAYNE, MICHAEL | I | TRUSTEE OF THE MICHAEL WAYNE TRUST | NA | Control |
| WAYNE, MICHAEL | I | TRUSTEE OF THE MICHAEL WAYNE TRUST | NA | Control |
| WAYNE, MICHAEL | I | TRUSTEE OF THE MICHAEL WAYNE TRUST | NA | Control |
| WAYNE, MICHAEL | I | TRUSTEE OF THE MICHAEL WAYNE TRUST | NA | Control |
| FREEDOM ONE FINANCIAL GROUP, LLC | DE | SHAREHOLDER | D | Control |
| FREEDOM ONE FINANCIAL GROUP, LLC | DE | SHAREHOLDER | D | Control |
| FREEDOM ONE FINANCIAL GROUP, LLC | DE | SHAREHOLDER | D | Control |
| FREEDOM ONE FINANCIAL GROUP, LLC | DE | SHAREHOLDER | D | Control |
| FREEDOM ONE FINANCIAL GROUP, LLC | DE | SHAREHOLDER | D | Control |
| FREEDOM ONE FINANCIAL GROUP, LLC | DE | SHAREHOLDER | D | Control |
| FREEDOM ONE FINANCIAL GROUP, LLC | DE | SHAREHOLDER | D | Control |
| FREEDOM ONE FINANCIAL GROUP, LLC | DE | SHAREHOLDER | D | Control |
| FREEDOM ONE FINANCIAL GROUP, LLC | DE | SHAREHOLDER | D | Control |
| FREEDOM ONE FINANCIAL GROUP, LLC | DE | SHAREHOLDER | D | Control |
| FREEDOM ONE FINANCIAL GROUP, LLC | DE | SHAREHOLDER | D | Control |
| FREEDOM ONE FINANCIAL GROUP, LLC | DE | SHAREHOLDER | D | Control |
| FREEDOM ONE FINANCIAL GROUP, LLC | DE | SHAREHOLDER | D | Control |
| FREEDOM ONE FINANCIAL GROUP, LLC | DE | SHAREHOLDER | D | Control |
| FREEDOM ONE FINANCIAL GROUP, LLC | DE | SHAREHOLDER | D | Control |
| WAYNE, MARK, MICHAEL | I | PRESIDENT AND CEO/DIR. | D | Control |
| THE MICHAEL WAYNE TRUST | DE | N/A | C | Control |
| THE MICHAEL WAYNE TRUST | DE | N/A | C | Control |
| THE MICHAEL WAYNE TRUST | DE | N/A | C | Control |
| THE MICHAEL WAYNE TRUST | DE | N/A | C | Control |
| THE MICHAEL WAYNE TRUST | DE | N/A | C | Control |
| THE MICHAEL WAYNE TRUST | DE | N/A | C | Control |
| THE MICHAEL WAYNE TRUST | DE | N/A | C | Control |
| THE MICHAEL WAYNE TRUST | DE | N/A | C | Control |
| THE MICHAEL WAYNE TRUST | DE | N/A | C | Control |
| THE MICHAEL WAYNE TRUST | DE | N/A | C | Control |
| THE MICHAEL WAYNE TRUST | DE | N/A | C | Control |
| THE MICHAEL WAYNE TRUST | DE | N/A | C | Control |
| THE MICHAEL WAYNE TRUST | DE | N/A | C | Control |
| THE MICHAEL WAYNE TRUST | DE | N/A | C | Control |
| THE MICHAEL WAYNE TRUST | DE | N/A | C | Control |
| THE MICHAEL WAYNE TRUST | DE | N/A | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WAYNE, MARK, MICHAEL | I | FREEDOM ONE FINANCIAL GROUP, LLC | E | Control |
| WAYNE, MARK, MICHAEL | I | FREEDOM ONE FINANCIAL GROUP, LLC | E | Control |
| WAYNE, MARK, MICHAEL | I | FREEDOM ONE FINANCIAL GROUP, LLC | E | Control |
| WAYNE, MARK, MICHAEL | I | FREEDOM ONE FINANCIAL GROUP, LLC | E | Control |
| WAYNE, MARK, MICHAEL | I | FREEDOM ONE FINANCIAL GROUP, LLC | E | Control |
| WAYNE, MARK, MICHAEL | I | FREEDOM ONE FINANCIAL GROUP, LLC | E | Control |
| WAYNE, MARK, MICHAEL | I | FREEDOM ONE FINANCIAL GROUP, LLC | E | Control |
| WAYNE, MARK, MICHAEL | I | FREEDOM ONE FINANCIAL GROUP, LLC | E | Control |
| WAYNE, MARK, MICHAEL | I | FREEDOM ONE FINANCIAL GROUP, LLC | E | Control |
| WAYNE, MARK, MICHAEL | I | FREEDOM ONE FINANCIAL GROUP, LLC | E | Control |
| WAYNE, MARK, MICHAEL | I | FREEDOM ONE FINANCIAL GROUP, LLC | E | Control |
| WAYNE, MARK, MICHAEL | I | FREEDOM ONE FINANCIAL GROUP, LLC | E | Control |
| WAYNE, MARK, MICHAEL | I | FREEDOM ONE FINANCIAL GROUP, LLC | E | Control |
| WAYNE, MARK, MICHAEL | I | FREEDOM ONE FINANCIAL GROUP, LLC | E | Control |
| WAYNE, MARK, MICHAEL | I | FREEDOM ONE FINANCIAL GROUP, LLC | E | Control |
Registrations
Federal
IA
Mar 28, 2012 REGISTERED
Notice Filings (16)
AZ CA CO FL IL IN LA MI MO NE NH NY OH PA TX WI
Address
8031 M-15SUITE 200
CLARKSTON, MI 48348-4457
United States
Phone: 248-620-8100