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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

FREEDOM FINANCIAL PARTNERS LLC

CRD 327560

OAKDALE, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c79f1c07-ab0e-53e7-934c-a761f7eb9db6

Data as of Feb 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Aug 17, 2023 to Feb 10, 2026
6 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $378MItem 5.F on the latest filing (2026-02-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $378M
Private client RAUM: $378MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $94.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,100
Individual clients: 206
High net worth clients: 102
Custody, client assets: $113M
SEC number: 801-128748
CRD: 327560
Filings on the tape: 6
First filed: Aug 17, 2023
Latest filed: Feb 10, 2026
Organised: Limited Liability Company, MN
Website: ffpforme.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TREVER THOMAS CHRISTIAN	n/a	OAKDALE, MN	2	30	3	no
JOHN STEPHEN SCHWALBACH	Certified Financial Planner	OAKDALE, MN	2	23	3	no
KYLE DAVID PLAYFORD	Certified Financial Planner	OAKDALE, MN	2	11	1	no
Matthew Steven Brandeen	Chartered Financial Analyst	OAKDALE, MN	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CHRISTIAN, TREVER, THOMAS	CO-PRESIDENT	D	yes	02/2013	Aug 17, 2023	Jan 12, 2024
HOLMGREN, JONATHAN, GREGORY	CHIEF COMPLIANCE OFFICER	Na	yes	07/2023	Aug 17, 2023	Jan 12, 2024
SCHWALBACH, JOHN, STEPHEN	CO-PRESIDENT	D	yes	02/2013	Aug 17, 2023	Jan 12, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Feb 10, 2026	$378M	$378M	8	5	n/a	n/a
2024	Feb 27, 2025	$301M	$301M	9	4	n/a	n/a
2023	Jan 12, 2024	$242M	$242M	7	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	3	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$378M	$301M	25.6%	n/a	n/a	8	9	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ADVISORNET WEALTH PARTNERS	3	Jan 16, 2024	Nov 20, 2023	MINNETONKA, MN	Team lift out	RIA to RIA	3.6%

Relationships

Registered with (4)

← Matthew Steven BrandeenAdvisorregistration: current employment
May 12, 2026 to presentfactForm ADV
← TREVER THOMAS CHRISTIANAdvisorregistration: current employment
Nov 20, 2023 to presentfactForm ADV
← JOHN STEPHEN SCHWALBACHAdvisorregistration: current employment
Nov 20, 2023 to presentfactForm ADV
← KYLE DAVID PLAYFORDAdvisorregistration: current employment
Nov 20, 2023 to presentfactForm ADV

Controls (3)

← CHRISTIAN, TREVER, THOMASOwnerCO-PRESIDENT, ownership code D, individual
Aug 17, 2023 to Jan 12, 2024factForm ADV
← SCHWALBACH, JOHN, STEPHENOwnerCO-PRESIDENT, ownership code D, individual
Aug 17, 2023 to Jan 12, 2024factForm ADV
← HOLMGREN, JONATHAN, GREGORYOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 17, 2023 to Jan 12, 2024factForm ADV

Moved with (1)

← ADVISORNET WEALTH PARTNERSRegistered adviser3 advisors, team lift out, same day
Jan 16, 2024 to Nov 20, 2023factForm ADV

Dated events

Occurred
Jan 16, 2024
Team lift-out
3 advisors left Advisornet Wealth Partners (Minnetonka, MN) for Freedom Financial Partners LLC on the same day
Form ADVobserved 5 days ago
3 advisors
Occurred
Aug 17, 2023
First Form ADV filing
Freedom Financial Partners Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c79f1c07-ab0e-53e7-934c-a761f7eb9db6
First observed: Aug 17, 2023
Last observed: Feb 10, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FREEDOM FINANCIAL PARTNERS LLC

CRD 327560

OAKDALE, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c79f1c07-ab0e-53e7-934c-a761f7eb9db6

Data as of Feb 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:32 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TREVER THOMAS CHRISTIAN

n/a

OAKDALE, MN

JOHN STEPHEN SCHWALBACH

Certified Financial Planner

OAKDALE, MN

KYLE DAVID PLAYFORD

Certified Financial Planner

OAKDALE, MN

Matthew Steven Brandeen

Chartered Financial Analyst

OAKDALE, MN

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CHRISTIAN, TREVER, THOMAS

CO-PRESIDENT

yes

02/2013

Aug 17, 2023

Jan 12, 2024

HOLMGREN, JONATHAN, GREGORY

CHIEF COMPLIANCE OFFICER

yes

07/2023

Aug 17, 2023

Jan 12, 2024

SCHWALBACH, JOHN, STEPHEN

CO-PRESIDENT

yes

02/2013

Aug 17, 2023

Jan 12, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 10, 2026

$378M

n/a

2024

Feb 27, 2025

$301M

n/a

2023

Jan 12, 2024

$242M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$378M

$301M

25.6%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ADVISORNET WEALTH PARTNERS

Jan 16, 2024

Nov 20, 2023

MINNETONKA, MN

Team lift out

RIA to RIA

3.6%