Freedom Financial Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Freedom Financial Partners serves individuals, high‑net‑worth clients, and pension/profit‑sharing plans, offering portfolio management, comprehensive financial planning, retirement‑plan consulting, and insurance advisory services. The firm reports managing approximately $377.9 million on a discretionary basis with a five‑advisor team serving about 308 clients.
The firm’s investment process centers on establishing a target asset allocation guided by Modern Portfolio Theory and customized investment policy statements, using mutual funds, ETFs, separate account strategies and sub‑advisers as appropriate. It blends active and passive strategies, employs fundamental, technical, cyclical and charting analysis, and uses Fiducient Advisors LLC as an investment consultant while providing a Pontera service to implement tax‑efficient strategies in non‑custodied workplace accounts.
Noteworthy for a team firm, the firm’s materials include client testimonials and references to third‑party ratings, practices that are relatively uncommon among peers. The brochure also discloses features such as access to commission‑free insurance through a DPL platform (without adviser commissions), serving as a 3(21) fiduciary for retirement plans, and offering alternative investments, including cryptocurrency, to qualified clients.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for investment management services range from $1,000 to $100,000, depending on assets and complexity
Up to $400.00 per hour for project-based financial planning, depending on planner and complexity
Main office
600 Inwood Ave North, Ste 260
Oakdale MN 55128
Advisors at this office
4
Most active in
California · Minnesota · Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Kyle P
CFP®, Series 63
Oakdale, MN
Freedom Financial Partners LLC
Kyle Playford is a CFP® with five years of industry experience, currently affiliated with Freedom Financial Partners LLC in Oakdale, MN. He has worked at multiple firms, including AdvisorNet Wealth Management and Pine Grove Financial Group. In addition to his advisory role, he is an insurance agent with FFP Insurance LLC. Freedom Financial Partners serves individuals, high-net-worth clients, and pension/profit-sharing plans, providing portfolio management, financial planning, retirement-plan consulting, and insurance advisory services. The firm employs a combination of active and passive strategies guided by Modern Portfolio Theory and customized investment policies.
Matthew B
CFA®
Oakdale, MN
Freedom Financial Partners LLC
Matthew Brandeen is a CFA® charterholder currently with Freedom Financial Partners LLC, where he has worked since 2025. Prior to joining Freedom Financial Partners, he was with Wealth Enhancement Group and AgriBank. He has professional experience in financial services starting in 2021. Freedom Financial Partners serves individuals, high-net-worth clients, and pension/profit-sharing plans, offering portfolio management, comprehensive financial planning, retirement-plan consulting, and insurance advisory services. The firm uses a combination of active and passive investment strategies guided by Modern Portfolio Theory and customized investment policy statements.
Trever C
Series 63, Series 66
Oakdale, MN
Freedom Financial Partners LLC
Trever Christian is a financial advisor with Freedom Financial Partners LLC in Oakdale, MN, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with AdvisorNet Wealth Management, United Capital Financial Advisers, LLC, and Investment Centers of America. Outside of advising, he is co-owner of FFP Insurance, LLC, where he is involved in the sales and servicing of insurance products. Freedom Financial Partners serves individuals, high-net-worth clients, and pension/profit-sharing plans with portfolio management, financial planning, retirement-plan consulting, and insurance advisory services. The firm uses a combination of active and passive investment strategies guided by Modern Portfolio Theory and customized investment policies, managing approximately $377.9 million on a discretionary basis.
John S
CFP®, Series 63
Oakdale, MN
Freedom Financial Partners LLC
John Schwalbach is a CFP® with 23 years of industry experience, currently serving at Freedom Financial Partners LLC. He has previously worked with AdvisorNet Wealth Management, United Capital Financial Advisers, Cetera Advisor Networks, and Investments Centers of America. In addition to his advisory role, he is Co-President and an insurance agent at FFP Insurance, LLC, a licensed insurance agency in Oakdale, MN, and serves as a trustee for a family trust. Freedom Financial Partners is a five-advisor team managing approximately $377.9 million for individuals, high-net-worth clients, and pension/profit-sharing plans. The firm combines active and passive investment strategies guided by Modern Portfolio Theory and customized investment policy statements, offering portfolio management, comprehensive financial planning, retirement-plan consulting, and insurance advisory services.
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