Kurt Rozman
Helping Families with Their Retirement Dreams.
- Role
- Financial Advisor at Explore Freedom
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Kurt Rozman
Financial advisors are leaving the big firms for independence more today than at any…
Experience
Financial Advisor
Jan 2019 — Present · Brookfield, WI, US
Let’s keep it simple. We strive to make your life easier, more fun, and more profitable. Imagine this…You service your clients more effectively and do it in half the time it takes you today. You have a dedicated support and marketing team that enables you to deepen and leverage your best client relationships. Your client service activities are automated and delegated so you can focus on personalizing the client experience. You have an integrated technology platform that uses objectively selected service providers — not proprietary homegrown systems. Your ops team uses an efficient and fully customizable workflow system in order to prevent items from falling through the cracks. You have complete confidence in your support team, which leaves you with time to work “on the business” and not just “in the business.” You’re not dreaming. All this and more are available today at Freedom Wealth Alliance.
Education
University of Wisconsin-Milwaukee
Finance, General
1990 — 1993
University of Wisconsin-Milwaukee
Finance and Financial Management Services
1991 — 1993
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