Private Wealth Advisor
Bobby Freeman, CFP®
Education
- Bachelor of Science – Business Administration, University of Kansas, 2021
- CERTIFIED FINANCIAL PLANNER® Certification, Northwestern University, 2023
- Certified Private Wealth Advisor® Program, University of Chicago Booth School of Business, 2025
Licenses and Certifications
- CERTIFIED FINANCIAL PLANNER® certification
- Professional Selling Certificate – University of Kansas, 2021
- Securities Industry Essentials Exam, 2021
Registration
- Series 7, General Securities Representative Registration, 2021
- Series 65, Uniform Investment Adviser Law Examination, 2022
- Series 63, Uniform Securities Agent State Law Examination, 2022
About Bobby
As a Private Wealth Advisor at FCS, Bobby works with high-net-worth and ultra-high-net-worth families to answer the most important question in his field: What is the purpose of your wealth? That clarity shapes everything that follows — the planning, the structure, the conversations that unfold over years rather than quarters.
Bobby joined FCS in 2021, starting as a Family Office Associate and earning his way to Private Wealth Advisor within one of the country’s most recognized teams. Over the years he has developed deep expertise across estate and legacy planning strategies, tax planning strategy1, and risk management, with a particular focus on the complex needs of families navigating major financial transitions.
When he’s not in the office, Bobby is spending time with his wife, Hannah, and their two children, Rory and Margaret. A lifelong Kansas Citian, he is a member of the Chairmans Club of the American Royal and co-founded Serving Up a Cure KC in support of Cystic Fibrosis research.
He competes in marathons and half-ironman distance triathlons — always racing in support of the Cystic Fibrosis Foundation.
1Wells Fargo Advisors Financial Network is not a legal or tax advisor.
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