Lifestyle Freedom Advisory Group, LLC is an independent, SEC-registered fiduciary wealth management and virtual family office firm (Firm CRD# 283512, SEC File #801-134196) headquartered on Town Center Parkway in the Manatee County portion of Lakewood Ranch, Florida. Led by Managing Partner David Richard Fink, CFA® (Individual CRD# 2392636), Partner and Lead Advisor John Russell Daley, CLU® (Individual CRD# 1066953), and Partner Tim Daley, MBA, the firm combines CFA®-managed fiduciary investment portfolios with proactive retirement tax minimization, business exit planning, and legacy estate coordination for retirees and affluent families across Lakewood Ranch, East Bradenton, Country Club East, and The Isles.
Official Verification Sources: SEC Investment Adviser Public Disclosure (Lifestyle Freedom Advisory Group, LLC); SEC IAPD Individual Profile (David Richard Fink, CFA®); SEC IAPD Individual Profile (John Russell Daley, CLU®); Lifestyle Freedom Advisory Group Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-134196; Lifestyle Freedom Advisory Group, LLC (CRD #283512) is an independent SEC-registered fiduciary Investment Adviser headquartered at 9040 Town Center Pkwy, Lakewood Ranch / Bradenton, FL 34202.
Issuer: CFA Institute / The American College / SEC IAPD
Notes: Led by Managing Partner David Richard Fink, CFA® (CRD #2392636), Partner & Lead Advisor John Russell Daley, CLU® (CRD #1066953), and Partner & Director of Operations Tim Daley, MBA.
Factual details and direct answers about Lifestyle Freedom Advisory Group, LLC's services, licensing, and credentials.
How is Lifestyle Freedom Advisory Group in Lakewood Ranch registered with the SEC?
Lifestyle Freedom Advisory Group, LLC is an independent fiduciary Registered Investment Adviser registered with the U.S. Securities and Exchange Commission under Firm CRD #283512 and SEC File #801-134196, utilizing Charles Schwab & Co., Inc. as primary custodian.
What professional credentials do the partners at Lifestyle Freedom Advisory Group hold?
The firm's leadership includes Managing Partner David Richard Fink, CFA® (CRD #2392636), a Chartered Financial Analyst® charterholder, Partner John Russell Daley, CLU® (CRD #1066953), and Partner Tim Daley, MBA.
Where is Lifestyle Freedom Advisory Group located in Manatee County?
The firm is headquartered north of University Parkway inside Manatee County at 9040 Town Center Parkway, Lakewood Ranch (Bradenton), Florida 34202.
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