CRD: 168104
Trilogy Financial Solutions
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- Custodian
- Altruist · SSG · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-16-2013
- Office Locations
- 1
Office Locations
About Trilogy Financial Solutions
Trilogy Financial Solutions, LLC is a fee-only Oklahoma-registered RIA and financial coaching firm helping individuals and families move from debt or financial crisis into long-term plans for retirement and college, with ongoing investment account setup and management. Portfolios are primarily implemented with ETFs (per public filings). Led by president Michael Freeman, a Dave Ramsey/Lampo Group–trained financial counselor, with client access via Altruist.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
MICHAEL THOMAS FREEMAN
Chief Compliance Officer, Financial Advisor, President
- CRD
- #6209067
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,603,098 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,603,098 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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