CRD: 138962
Freedom DAY Solutions, LLC
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- Custodian
- Altruist · Fidelity/NFS · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-27-2006
- Office Locations
- 4
Office Locations
About Freedom DAY Solutions, LLC
Freedom Day Solutions is an independent RIA providing financial planning, in-house portfolio research and active management, and ongoing advice for families and business owners nationwide. Their planning centers on a proprietary “Freedom Day” target—when income streams exceed expenses—often delivered as a one-page plan. Portfolios commonly incorporate ETFs and municipal bonds, with custody support including Fidelity/NFS and Altruist.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL BLAISE CATALANO
Chief Operating Officer, Managing Member
- CRD
- #2029351
- Ownership
- 50% but less than 75%
RYAN JASON KRUEGER
Chief Operating Officer, Managing Member
- CRD
- #2158394
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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WILLIAM ANTHONY KOPP
Financial Advisor, Managing Director, Private Client Group, Wealth Manager
- CRD
- #2447288
COURTNEY ELIZABETH RANSTROM
Chief Financial Officer & Director of Financial Planning
- CRD
- #5648835
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $530,474,324 | $550,856 |
| Non-Discretionary | $84,824,049 | $234,970 |
| Total | $615,298,373 | $464,727 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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