FREEMAN WILLIAM ALLEN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. FREEMAN WILLIAM ALLEN appears on 30 filing roles across Form ADV (30).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | TORTOISE CAPITAL ADVISORS, L.L.C. | TRUSTEE | OVERLAND PARK, KS |
| — | Form ADV | OLDFIELD WEALTH PARTNERS LLC | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | BANGOR, ME |
| — | Form ADV | PALMER SQUARE CAPITAL MANAGEMENT LLC | TRUSTEE | MISSION WOODS, KS |
| — | Form ADV | FLYOVER CAPITAL PARTNERS, LLC | TRUSTEE | KANSAS CITY, MO |
| — | Form ADV | MARINER | TRUSTEE | OVERLAND PARK, KS |
| — | Form ADV | CONVERGENCE INVESTMENT PARTNERS, LLC | TRUSTEE | PALM BEACH GARDENS, FL |
| — | Form ADV | CONFLUENCE INVESTMENT MANAGEMENT LLC | TRUSTEE | SAINT LOUIS, MO |
| — | Form ADV | MILLSTREET CAPITAL MANAGEMENT LLC | TRUSTEE | BOSTON, MA |
| — | Form ADV | PLATFORM INVESTMENTS, LLC | TRUSTEE | KANSAS CITY, MO |
| — | Form ADV | NUANCE INVESTMENTS, LLC | TRUSTEE | KANSAS CITY, MO |
| — | Form ADV | NOMURA ASSET MANAGEMENT U.S.A. INC | EXECUTIVE DIRECTOR | NEW YORK, NY |
| — | Form ADV | MARINER WEALTH ADVISORS-OKLAHOMA, LLC | TRUSTEE | OVERLAND PARK, KS |
| — | Form ADV | MARINER WEALTH ADVISORS-OMAHA, LLC | TRUSTEE | OVERLAND PARK, KS |
| — | Form ADV | MONTAGE INVESTMENTS, LLC | TRUSTEE | LEAWOOD, KS |
| — | Form ADV | ASCENT INVESTMENT PARTNERS, LLC | TRUSTEE | OVERLAND PARK, KS |
| — | Form ADV | FOUNTAIN CAPITAL MANAGEMENT LLC | TRUSTEE | LEAWOOD, KS |
| — | Form ADV | THE NATIONS GROUP ADVISORS, LLC | TRUSTEE | LEAWOOD, KS |
| — | Form ADV | 440 INVESTMENT GROUP, LLC | TRUSTEE | OVERLAND PARK, KS |
| — | Form ADV | TACTICAL INVESTMENT MANAGERS, LLC | TRUSTEE | LEAWOOD, KS |
| — | Form ADV | MARINER WEALTH ADVISORS-CINCINNATI, LLC | TRUSTEE | CINCINNATI, OH |
| — | Form ADV | B+ INSTITUTIONAL SERVICES, LLC | TRUSTEE | LOS ANGELES, CA |
| — | Form ADV | FIRSTPOINT FINANCIAL, LLC | TRUSTEE | LEAWOOD, KS |
| — | Form ADV | MARINER WEALTH ADVISORS-MANASQUAN, LLC | TRUSTEE | OVERLAND PARK, KS |
| — | Form ADV | GIRALDA ADVISORS, LLC | TRUSTEE | NEW YORK, NY |
| — | Form ADV | MARINER WEALTH ADVISORS-MADISON, LLC | TRUSTEE | OVERLAND PARK, KS |
| — | Form ADV | MARINER WEALTH ADVISORS-NYC, LLC | TRUSTEE | OVERLAND PARK, KS |
| — | Form ADV | MARINER WEALTH ADVISORS - LEAWOOD, LLC | TRUSTEE | OVERLAND PARK, KS |
| — | Form ADV | MARINER RETIREMENT ADVISORS, LLC | TRUSTEE | OVERLAND PARK, KS |
| — | Form ADV | TORRAYRESOLUTE, LLC | TRUSTEE | LEAWOOD, KS |
| — | Form ADV | MARINER INSTITUTIONAL CONSULTING, LLC | TRUSTEE | OVERLAND PARK, KS |