Advisor at Trilogy Financial Solutions
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Firm
Trilogy Financial Solutions
Location
Oklahoma City, OK
Credentials
Series 65
Industry experience
12 years
Michael Freeman is a Series 65-licensed financial advisor with Trilogy Financial Solutions in Oklahoma City, Oklahoma, and has 12 years of industry experience. He is also employed full-time by the Oklahoma Department of Environmental Quality, where he has worked since 1994, and owns Environmental Enforcement Training and Consulting LLC, providing enforcement training to government environmental agencies in the U.S. and Canada. Trilogy Financial Solutions offers investment advice and portfolio management focused on retirement planning, primarily through Individual Retirement Accounts. The firm employs a long-term, buy-and-hold strategy using mutual funds and ETFs, emphasizing diversification across U.S. equities, international equities, and fixed-income securities, with services tailored to clients’ goals and time horizons.
$449 flat fee for a 3-month debt counseling/coaching program
$0 - $150,000: 1.5% >$150,000 - $750,000: 1.3% >$750,000+: 1.0%
$125 per hour for debt counseling and financial coaching
Account minimum: $5,000 Minimum fee: $15 per calendar quarter for accounts under $7,500
Oklahoma City, OK
Oklahoma
Environmental Enforcement Traning and Consulting LLC
2020 - Present (6 years)
Trilogy Financial Solutions, LLC
2013 - Present (13 years)
The Verbal Judo Institute, Inc.
2007 - 2020 (13 years)
OK Dept. of Environmental Quality
1994 - Present (32 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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