FREEDOM FINANCIAL PARTNERS LLC

FREEDOM FINANCIAL PARTNERS LLC of OAKDALE, MN is an SEC-registered investment adviser (CRD 327560). Regulatory assets under management: $377.9M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (6)

NameRoleLocation
John Stephen SchwalbachCO-PRESIDENT—
Trever Thomas ChristianCO-PRESIDENT—
Jonathan Gregory HolmgrenCHIEF COMPLIANCE OFFICER—
HOLMGREN JONATHAN GREGORYCHIEF COMPLIANCE OFFICER—
SCHWALBACH JOHN STEPHENCO-PRESIDENT—
CHRISTIAN TREVER THOMASCO-PRESIDENT—

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