Freedom Financial Partners LLC

Freedom Financial Partners LLC (CRD# 327560) is a financial advisory firm headquartered in Oakdale, MN. They manage $241,974,295 in 849 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
600 Inwood Ave North, Ste 260, Oakdale, MN 55128
https://www.linkedin.com/company/freedom-financial-partners/
By the Numbers
  • Total Assets Under Management
    242
    MILLION
  • Total Number of Accounts
    849
    ACCOUNTS
  • Average Account Value
    $285,011
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MN, TX, WI

Financial Advisors at Freedom Financial Partners LLC
Showing 1 - 4 of 4 top financial advisors.
1
Trever Christian, financial advisor Oakdale MN
Trever T. Christian
CRD#: 2561712
600 Inwood Ave North, Ste 260, Oakdale, MN 55128

Trever Christian (CRD# 2561712) is an Investment Advisor Representative working at Freedom Financial Partners LLC in Oakdale, MN and has over 27 years of experience in the finance industry.

2
John Schwalbach, financial advisor Oakdale MN
John S. Schwalbach
CRD#: 2769294
600 Inwood Ave North, Ste 260, Oakdale, MN 55128

John Schwalbach (CRD# 2769294) is an Investment Advisor Representative working at Freedom Financial Partners LLC in Oakdale, MN and has over 21 years of experience in the finance industry.

3
Kyle Playford, financial advisor Oakdale MN
Kyle D. Playford
CRD#: 6722934
600 Inwood Ave North, Ste 260, Oakdale, MN 55128

Kyle Playford (CRD# 6722934) is an Investment Advisor Representative working at Freedom Financial Partners LLC in Oakdale, MN and has over 6 years of experience in the finance industry.

4
Evan Weiand, financial advisor Oakdale MN
Evan B. Weiand
CRD#: 7852275
600 Inwood Ave North, Ste 260, Oakdale, MN 55128

Evan Weiand (CRD# 7852275) is an Investment Advisor Representative working at Freedom Financial Partners LLC in Oakdale, MN and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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