FREEDOM FINANCIAL PARTNERS LLC of OAKDALE, MN is an SEC-registered investment adviser (CRD 327560). Regulatory assets under management: $377.9M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| John Stephen Schwalbach | CO-PRESIDENT | — |
| Trever Thomas Christian | CO-PRESIDENT | — |
| Jonathan Gregory Holmgren | CHIEF COMPLIANCE OFFICER | — |
| HOLMGREN JONATHAN GREGORY | CHIEF COMPLIANCE OFFICER | — |
| SCHWALBACH JOHN STEPHEN | CO-PRESIDENT | — |
| CHRISTIAN TREVER THOMAS | CO-PRESIDENT | — |