| Name | Title | Ownership | Since |
|---|---|---|---|
| John Stephen Schwalbach Control | Co-President | 50-75% | 2013 |
| Jonathan Gregory Holmgren Control | Chief Compliance Officer | Under 5% | 2023 |
| Trever Thomas Christian Control | Co-President | 50-75% | 2013 |
Freedom Financial Partners LLC reports $300.9 million in regulatory assets under management on its Form ADV.
Freedom Financial Partners LLC reports 9 employees.
Freedom Financial Partners LLC is based in Oakdale, MN and has been SEC-registered since 2023.
Freedom Financial Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $300.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $300.9M |