Gregory Freeman has been an investment adviser representative at Strive Financial Group since October 2024, and is not listed among the firm’s executive officers or direct owners. Gregory Freeman holds a Bachelor of Science in Finance from Indiana University Kelley School of Business.
Strive Financial Group, LLC is a Carmel, IN firm with $247M under management, 769 clients and 9 advisers across 5 offices, as of its July 2026 filing.
Greg Freeman is Founder and Partner of Strive Financial Group and serves as the firm's President and CEO. He previously was Founder, President, and CEO of TrustWealth Strategies, and held a tenure of more than a decade as a Partner at WestPoint Financial Group before founding it.
Gregory Freeman’s longest registration was 5 years at Wellington Wealth Strategies, LLC (2019–2024). Before joining Strive Financial Group in 2024, Gregory Freeman was registered through Wellington Wealth Strategies, LLC and MML Investors Services, LLC.
- Strive Financial Group, LLCCurrent– present · 1 yearCarmel, IN · Adviser representative · Firm CRD 333298
- Wellington Wealth Strategies, LLC– · 5 yearsIndianapolis, IN · Adviser representative · Firm CRD 306298
- MML Investors Services, LLC– · 3 yearsIndianapolis, IN · Adviser representative · Firm CRD 10409
Investment adviser representative registrations
Gregory Freeman is registered as an investment adviser representative in 2 states. Each was approved in October 2024.
- IndianaSince 30 October 2024
- TexasSince 30 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 11 December 2015 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 November 2009 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 10 September 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Gregory Thomas Freeman
- CRD
- 5695227
- Firm
- Strive Financial Group · CRD 333298
- Office
- 10201 N. ILLINOIS STREET, SUITE 325, Carmel, IN 46290
- Registration
- Investment adviser registration
- In the industry since
- November 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- strivefg.com
Where does Gregory Freeman work?
Gregory Freeman is an investment adviser representative registered through Strive Financial Group, LLC since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Gregory Freeman a financial advisor?
Yes. Gregory Freeman has a current investment-adviser registration in Indiana and Texas, through Strive Financial Group since October 2024.
How many years of experience does Gregory Freeman have?
Gregory Freeman has 16 years in the financial industry, since November 2009, across 3 adviser firms.
What exams has Gregory Freeman passed?
Gregory Freeman has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in September 2009. FINRA credited Gregory Freeman with the SIE, which began in October 2018.
Where did Gregory Freeman work before Strive Financial Group?
Before Strive Financial Group, Gregory Freeman was registered through MML Investors Services, LLC, January 2016 to September 2019.
Where is Gregory Freeman based?
Gregory Freeman’s registered office is in Carmel, IN.
Is Gregory Freeman registered with FINRA?
No. Gregory Freeman has no current broker registration.
How can I verify Gregory Freeman’s record?
Search CRD 5695227 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gregory Freeman’s full registration record.
