Freedom Financial Partners LLC
Firm details
- Headquarters
- Oakdale, Minnesota
- CRD number
- 327560
- Registered since
- September 19, 2023
- Website
- ffpforme.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI82.15%
- Individuals17.85%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Freedom Financial Partners LLC is an independent, owner-operated registered investment adviser organized as an LLC and SEC-registered in 2023. The firm serves individual and family clients, acting as a capital allocator that combines fee-based portfolio management with planning services. Its stated advisory capabilities include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of third‑party advisers. Compensation comes through AUM-based fees and fixed fees rather than commission structures. The firm does not identify as an active ESG investor and reports an industry affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- Exchange Traded Equities13%
- Cash & Cash Equivalents6%
- State & Local Bonds4%
- US Government Bonds2%
Owners & executives
1 of 1
Jonathan Holmgren
Director of Operations and Chief Compliance OfficerCRD 4873140
Contacts
3 of 4
Kyle Playford
Financial PlannerCRD 6722934
Matthew Brandeen
Financial PlannerCRD 7766026
John Schwalbach
PartnerCRD 2769294
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$351M in ETFs
28%
$97.3M
71%
$254M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $30.5M | 44,394 | 8.68% |
Location
Oakdale, MN
Washington
Location
Oakdale, MN
Headquartered in Oakdale, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Washington
- Address
- 600 Inwood Ave N
- Time zone
- CT (UTC-6)
- Office locations
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