Marie Freemyer has been Managing Member & Chief Compliance Officer of TrueFG since March 2017, is a control person of the firm and directly owns between 50% and 75% of it. Marie Freemyer holds a Business degree from the University of North Carolina.
Truefg, LLC is a Cedar Park, TX firm with $409M under management, 667 clients and 2 advisers in one office, as of its March 2026 filing.
Marie Freemyer is Founding Partner of True Financial Group. She launched her career in the finance industry as a corporate and investment banking analyst in Atlanta, Georgia, then joined an Austin-area equity research firm specializing in investment recommendations to institutional investors. She now delivers investment and financial planning advice to individuals and families.
Marie Freemyer’s longest registration is the current one, 9 years at TrueFG since 2017. Before joining TrueFG in 2017, Marie Freemyer was registered through Ameriprise Financial Services, Inc.
- True Financial GroupCurrent– present · 9 yearsCedar Park, TX · Adviser representative · Firm CRD 285850
- Ameriprise Financial Services, Inc.– · 2 yearsCedar Park, TX · Adviser representative · Firm CRD 6363
Professional designations
Listed by TrueFG
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Retirement Planning Counselor (CRPC®)
Investment adviser representative registrations
Marie Freemyer is registered as an investment adviser representative in Texas, since March 2017.
- TexasSince 17 March 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 6 October 2014 |
| Series 7 | General Securities Representative Examination | 19 August 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Marie Elizabeth Freemyer
- CRD
- 6278957
- Firm
- TrueFG · CRD 285850
- Role
- Managing Member & Chief Compliance Officer
- Office
- 1464 E WHITESTONE BLVD, SUITE 1601, Cedar Park, TX 78613
- Registration
- Investment adviser registration
- In the industry since
- August 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- truefg.com
Where does Marie Freemyer work?
Marie Freemyer has been Managing Member & Chief Compliance Officer of Truefg, LLC since March 2017, and is a control person of the firm.
Is Marie Freemyer a financial advisor?
Yes. Marie Freemyer has a current investment-adviser registration in Texas, through TrueFG since March 2017.
How many years of experience does Marie Freemyer have?
Marie Freemyer has 12 years in the financial industry, since August 2014, across 2 adviser firms.
What exams has Marie Freemyer passed?
Marie Freemyer has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2014. FINRA credited Marie Freemyer with the SIE, which began in October 2018.
Where is Marie Freemyer based?
Marie Freemyer’s registered office is in Cedar Park, TX.
Is Marie Freemyer registered with FINRA?
No. Marie Freemyer has no current broker registration.
Is Marie Freemyer a CFP?
TrueFG lists Marie Freemyer with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Marie Freemyer’s record?
Search CRD 6278957 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Marie Freemyer’s full registration record.
