Keith Lindberg
Freedom Investment Management · Cranford, New Jersey
Keith Lindberg is a fee-only financial advisor at Freedom Investment Management in Cranford, New Jersey. Freedom Investment Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Freedom Investment Management |
|---|---|
| Based in | Cranford, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $568.7M across 925 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 1740902 |
| Exams passed | Series 63 (1987) · Series 65 (2007) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | freedomadvisors.com |
How Keith's firm compares
- Freedom Investment Management's average account is about $615,000, from its Form ADV (assets managed divided by 925 accounts).
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Questions about Keith
Is Keith Lindberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Keith holds no broker registration, and Freedom Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Keith charge for financial advice?
Keith's firm, Freedom Investment Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Keith Lindberg based?
Keith Lindberg is based in Cranford, New Jersey.
Is Keith Lindberg registered with the SEC?
Yes. Keith Lindberg is registered as an investment adviser representative in NJ (CRD 1740902), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Freedom Investment Management manage?
Freedom Investment Management reports $568.7M across 925 accounts in assets under management.
How do I contact Keith Lindberg?
Through Keith's website, freedomadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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