Gerald Schuelke of Milwaukee, Wisconsin joins Freedom Wealth Alliance, an independent Registered
Investment Advisor in Brookfield, Wisconsin.
According to Mr. Schuelke, the decision was an easy one once he was introduced to Freedom Wealth
Alliance. “Greater efficiency will give me more quality time with my clients. The team at Freedom Wealth Alliance
will allow me to continue to build long-standing relationships with clients, and direct access to
institutional-quality portfolio management. This will translate to an even better experience for the
clients I serve."
Gerald Schuelke can now leverage Freedom Wealth Alliance’s AMP© (Advisor Meeting Program)
program designed to cover all facets of a client’s financial well-being throughout the critical stages of
their financial lives. From the succession planning options, access to a comprehensive investment
process and disciplined asset management to the latest in technology and tools, Freedom Wealth Alliance
is a leader in the independent Advisory space within the Milwaukee and Waukesha area.
"After going through my planning process and mapping out my career path, I knew I wanted to align with
a like-minded group of leading innovators who share deep industry knowledge, vast network of
specialized services, comprehensive investment strategies and abiding passion for serving clients," said
Schuelke. We share a deeply-held commitment to delivering a proactive game plan and complete
transparency."
"Freedom Wealth is honored to add such a high-caliber, well-reputed Advisor to our growing family," said
Kurt Rozman, President. "Gerald recognized the growth/balance/time constraint most advisors face as
they build their businesses and found a solution that would allow him to do more for his clients and for
his career goals. It is a win-win situation.
