Freedom Financial Partners LLC
● SEC registered since 2023CRD 327560SEC# 801-128748Oakdale, MN
Reg. AUM
$377.9M
Employees
8
Accounts
1,100
Location
Oakdale, MN
Freedom Financial Partners LLC assets under management
Freedom Financial Partners LLC is an SEC-registered investment adviser based in Oakdale, MN. The firm has been registered since 2023. It reports $377.9 million in regulatory assets under management and employs 8 people.
Freedom Financial Partners LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Stephen Schwalbach Control | Co-President | 25-50% | 2013 |
| Jonathan Gregory Holmgren Control | Chief Compliance Officer | 5-10% | 2023 |
| Trever Thomas Christian Control | Co-President | 25-50% | 2013 |
Frequently asked questions
How much does Freedom Financial Partners LLC manage?
Freedom Financial Partners LLC reports $377.9 million in regulatory assets under management on its Form ADV.
How many employees does Freedom Financial Partners LLC have?
Freedom Financial Partners LLC reports 8 employees.
Where is Freedom Financial Partners LLC located?
Freedom Financial Partners LLC is based in Oakdale, MN and has been SEC-registered since 2023.
Does Freedom Financial Partners LLC disclose fund performance?
Freedom Financial Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 600 Inwood Ave North, Ste 260, Oakdale, MN 55128 |
| Phone | 651-797-3532 |
| Fax | 651-797-3509 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$377.9M▲ 26%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$377.9Mregulatory AUM
Discretionary $377.9M