FREEDOM FINANCIAL PARTNERS LLC
CRD #327560 SEC #801-128748 OAKDALE, MN 651-797-3532
SEC Registered
Total AUM
$300.9M
Discretionary
$300.9M
Employees
9
Clients
26
Accounts
957
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HOLMGREN, JONATHAN, GREGORY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLMGREN, JONATHAN, GREGORY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLMGREN, JONATHAN, GREGORY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLMGREN, JONATHAN, GREGORY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLMGREN, JONATHAN, GREGORY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLMGREN, JONATHAN, GREGORY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHRISTIAN, TREVER, THOMAS | I | CO-PRESIDENT | D | Control |
| CHRISTIAN, TREVER, THOMAS | I | CO-PRESIDENT | D | Control |
| CHRISTIAN, TREVER, THOMAS | I | CO-PRESIDENT | D | Control |
| CHRISTIAN, TREVER, THOMAS | I | CO-PRESIDENT | D | Control |
| CHRISTIAN, TREVER, THOMAS | I | CO-PRESIDENT | D | Control |
| CHRISTIAN, TREVER, THOMAS | I | CO-PRESIDENT | D | Control |
| SCHWALBACH, JOHN, STEPHEN | I | CO-PRESIDENT | D | Control |
| SCHWALBACH, JOHN, STEPHEN | I | CO-PRESIDENT | D | Control |
| SCHWALBACH, JOHN, STEPHEN | I | CO-PRESIDENT | D | Control |
| SCHWALBACH, JOHN, STEPHEN | I | CO-PRESIDENT | D | Control |
| SCHWALBACH, JOHN, STEPHEN | I | CO-PRESIDENT | D | Control |
| SCHWALBACH, JOHN, STEPHEN | I | CO-PRESIDENT | D | Control |
Registrations
Federal
IA
Nov 25, 2025 REGISTERED
Notice Filings (5)
CA FL MN TX WI
Address
600 INWOOD AVE NORTHSTE 260
OAKDALE, MN 55128
United States
Phone: 651-797-3532