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Jonathan Gregory Holmgren

FREEDOM FINANCIAL PARTNERS LLC·OAKDALE, Minnesota
Unclaimed Profile
600 INWOOD AVE NORTH, OAKDALE, MN 55128CRD# 4873140Firm CRD# 327560
01

About

Jonathan Gregory Holmgren is a registered financial advisor based in OAKDALE, Minnesota, affiliated with FREEDOM FINANCIAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FREEDOM FINANCIAL PARTNERS LLC
FREEDOM FINANCIAL PARTNERS LLC
AUM
$242M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at FREEDOM FINANCIAL PARTNERS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4873140
Firm CRD# 327560
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jonathan Gregory Holmgren offer?
Jonathan Gregory Holmgren specializes in Financial Planning, Investment Management. Contact their office in OAKDALE, Minnesota for a consultation.
What are Jonathan Gregory Holmgren's credentials?
Jonathan Gregory Holmgren is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Gregory Holmgren located?
Jonathan Gregory Holmgren 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 Jonathan Gregory Holmgren charge for services?
Jonathan Gregory Holmgren'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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Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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