FREEDOM FINANCIAL PARTNERS LLC

Adviser information for FREEDOM FINANCIAL PARTNERS LLC last updated from Form ADV on January 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Minnesota, United States

Employees

Total Number of Employees 7
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 3
Licensed Agents of an Insurance Company 3
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 849 $242.0M
Non-Discretionary 0 $0
Total 849 $242.0M

Clients

Type Number RAUM
Individuals 179 $57.3M
HNW Individuals 66 $184.7M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 15
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-128748
SEC ERA File Number 801-128748
SEC CIK Numbers None
SEC CRD Numbers 327560
Legal Entity Identifier None

Principal Office

600 INWOOD AVE NORTH
STE 260
OAKDALE
MN
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: 651-797-3532, Fax: 651-797-3509

Chief Compliance Officer

JONATHAN HOLMGREN
CHIEF COMPLIANCE OFFICER
600 INWOOD AVE NORTH
STE 260
OAKDALE
MN
United States
Tel: 651-797-3532
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
SCHWALBACH, JOHN, STEPHEN Individual CO-PRESIDENT 02/2013 50-75%
CHRISTIAN, TREVER, THOMAS Individual CO-PRESIDENT 02/2013 50-75%
HOLMGREN, JONATHAN, GREGORY Individual CHIEF COMPLIANCE OFFICER 07/2023 < 5%

No. Employees, Historic

10502023202420257 on 8/17/20237 on 11/16/20237 on 1/12/2024

RAUM, Historic

300M150M02023202420250 on 8/17/20230 on 11/16/2023241974295 on 1/12/2024

No. Clients, Historic

30015002023202420250 on 8/17/20230 on 11/16/2023245 on 1/12/2024