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Freeman, Will & Niemeier
Founded in 1971, Freeman, Will & Niemeier grew from an independent insurance agency into a hybrid practice that also advises on retirement plans and...
Freeman, Will & Niemeier
Founded in 1971, Freeman, Will & Niemeier grew from an independent insurance agency into a hybrid practice that also advises on retirement plans and personal investments. The firm is grounded in Evansville, Indiana, and holds licenses to serve clients across at least six states: Indiana, Kentucky, Arkansas, California, Florida, and Illinois. The firm’s deployment leans heavily on insurance-linked products — group medical, dental, vision, short- and long-term disability, and life insurance form the core of its employee-benefits book. On the advisory side, Freeman, Will & Niemeier designs employer-sponsored 401(k) plans and manages individual investment portfolios. The website surfaces no named portfolio companies or direct-investment track record; client assets appear to flow through third-party platforms or managed-account structures rather than in-house funds. The agency operates from a single office on West Franklin Street in Evansville. No headcount, AUM, or total insurance-premium placement figure is publicly disclosed. The firm circulates a newsletter for clients but does not list adjacent vehicles, philanthropic foundations, or operating-company affiliates. No dated operational event from the last 24 months could be confirmed from available sources. What distinguishes the architecture is the bundled business model: insurance agency and investment adviser under one roof, serving small-to-midsize employers in a regional corridor. That structure means the client relationship often starts with a group-health policy or a commercial-liability line, then extends into retirement-plan assets — a distribution motion that separates it from pure RIAs or national insurance brokers.
General information
Firm type
Bank / Wealth / Trust
Year founded
1971
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Evansville
Corporate office
1919 West Franklin St., Evansville, IN 47712, United States
Sector focus
Frequently asked questions
What is the core business of Freeman, Will & Niemeier?
Freeman, Will & Niemeier is an independent insurance and financial-services agency. The firm writes commercial, personal, life, and group health policies while also advising on employer-sponsored 401(k) plans and individual investment portfolios. That dual license — insurance producer and registered investment adviser — allows it to serve as a one-stop shop for regional businesses.
Does the firm manage assets in-house or through third-party platforms?
The firm’s website describes investment management and financial-planning services but does not disclose whether it operates a proprietary asset-management vehicle. Typical independent agencies of this profile custody client assets at third-party broker-dealers or use separately managed accounts; no in-house fund structure is advertised.
Which states can the firm write insurance or provide advisory services in?
The website lists client-service counties in Indiana and Kentucky and separately names Arkansas, California, Florida, and Illinois as states where it serves clients. That implies licensure across at least six states, with the densest footprint in the Evansville Tri-State area — Vanderburgh, Warrick, Posey, Gibson, Scott, and Floyd counties in Indiana, plus Henderson and Jefferson counties in Kentucky.
What investment stages or asset classes does Freeman, Will & Niemeier focus on?
The advisory practice concentrates on retirement-plan design (individual 401(k) plans) and personal financial planning. The firm does not publicly signal a venture-capital, private-equity, or direct-deal program, and its website names no portfolio companies. The investment offering appears limited to managed public-market portfolios and insurance-linked accumulation products.
Is Freeman, Will & Niemeier a family office or a standard wealth-management firm?
It is a standard, independently owned insurance and financial-services agency, not a single-family or multi-family office. While it serves high-net-worth individuals and charitable organizations, the business model is built on insurance brokerage and retirement-plan advisory for a broad client base in southern Indiana and neighboring states.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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