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Jonathan Gregory Holmgren

FREEDOM FINANCIAL PARTNERS LLC·OAKDALE, Minnesota
SIE, Series 7, Series 7TO, Series 24, Series 63Clean recordFREEDOM FINANCIAL PARTNERS LLC
600 INWOOD AVE NORTH, OAKDALE, MN 55128CRD# 4873140Firm CRD# 327560

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Gregory Holmgren · OAKDALE, MN
Registration
CRD #4873140 · FREEDOM FINANCIAL PARTNERS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
FREEDOM FINANCIAL PARTNERS LLC
CRD 327560 · SEC 801-128748
AUM
$242M
Regulatory assets under management
Employees
7
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 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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Other Advisors at FREEDOM FINANCIAL PARTNERS LLC

Trever Thomas Christian
OAKDALE, MN
John Stephen Schwalbach
OAKDALE, MN
CFP

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