Unclaimed Profile

John Stephen Schwalbach

FREEDOM FINANCIAL PARTNERS LLC·OAKDALE, Minnesota

SIE, Series 7, Series 63CFPClean record13 years registeredFREEDOM FINANCIAL PARTNERS LLC

600 INWOOD AVE NORTH, OAKDALE, MN 55128CRD# 2769294Firm CRD# 327560

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Stephen Schwalbach · OAKDALE, MN

Registration

CRD #2769294 · FREEDOM FINANCIAL PARTNERS LLC · 13 years registered

Brand Profile

Not yet started

Career History

FREEDOM FINANCIAL PARTNERS LLC

Nov 2023 – present

ADVISORNET WEALTH PARTNERS

Feb 2020 – Jan 2024

Oakdale, MN

GOLDMAN SACHS PERSONAL FINANCIAL MANAGEMENT

Sep 2017 – Oct 2020

OAKDALE, MN

INVESTMENT CENTERS OF AMERICA, INC.

Feb 2013 – Sep 2017

WOODBURY, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · February 27, 2013

Years registered · 13

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FREEDOM FINANCIAL PARTNERS LLC

CRD 327560 · SEC 801-128748

AUM

$242M

Regulatory assets under management

Employees

849 client accounts

Services offered by FREEDOM FINANCIAL PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FREEDOM FINANCIAL PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does John Stephen Schwalbach offer?

John Stephen Schwalbach specializes in Financial Planning, Investment Management. Contact their office in OAKDALE, Minnesota for a consultation.

What are John Stephen Schwalbach's credentials?

John Stephen Schwalbach holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John Stephen Schwalbach located?

John Stephen Schwalbach is based in OAKDALE, Minnesota, working with FREEDOM FINANCIAL PARTNERS LLC. Their office serves clients in the OAKDALE metropolitan area and surrounding communities.

How does John Stephen Schwalbach charge for services?

John Stephen Schwalbach's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FREEDOM FINANCIAL PARTNERS LLC?

FREEDOM FINANCIAL PARTNERS LLC has approximately 7 employees and manages $242M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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