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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Prime beacon
- Established Date
- 07-01-2023
- Office Locations
- 1
Office Locations
About Freedom Financial Partners LLC
Freedom Financial Partners is a Twin Cities SEC-registered RIA serving business owners and affluent families with integrated financial planning and investment management, including tax, retirement, insurance, and estate/legacy planning plus corporate retirement plans and exit planning. Their proprietary Freedom Roadmap process (with a Freedom Score readiness assessment) emphasizes clarity and ongoing coaching, with custody and client access through Charles Schwab and eMoney.
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Owner & Executives
TREVER THOMAS CHRISTIAN
Co-President, Partner
- CRD
- #2561712
- Ownership
- 25% but less than 50%
JOHN STEPHEN SCHWALBACH
Co-President, Partner
- CRD
- #2769294
- Ownership
- 25% but less than 50%
Beacon quantum
Vector wave
- CRD
- #35824
- Ownership
- 48.3%
Showing 2 of 3 owners & executives
Unlock allContacts
Matthew Steven Brandeen
Financial Planner, CFA
- CRD
- #7766026
KYLE DAVID PLAYFORD
Certified Financial Planner
- CRD
- #6722934
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $377,914,930 | $343,559 |
| Non-Discretionary | $0 | -- |
| Total | $377,914,930 | $343,559 |
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Separately Managed Accounts
Total SMA Asset: $377,914,930
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,495,279,956 | 24.7% |
| Equity - Exchange | $435,871,080 | 7.2% |
| Cash | $1,307,613,241 | 21.6% |
| Municipal Bonds | $345,064,605 | 5.7% |
| Private Funds | $1,265,236,886 | 20.9% |
| U.S. Government/Agency | $1,204,699,235 | 19.9% |
| Total | $6,053,765,003 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL PEAK EMBER | FOUNDATION WAVE | 4RL1CX0CQ | WKAV | 11.24% | $63,920,973 |
| RADIAL FOUNDATION CATALYST | TIMBER TIMBER | ITD4FZ7C5 | KWW | 2.04% | $48,685,782 |
| CREST DELTA LEGACY | SUMMIT LEGACY | RK758KYSX | EPDLH | 1.28% | $73,106,541 |
| NORTH HORIZON WAVE | RADIAL SIGNAL | 2HNXGZXKB | EIL | 12.50% | $27,692,122 |
| EMBER EMBER | ZENITH FOCUS | M32HMJC1P | OGY | 2.60% | $101,729,339 |
| NORTH DELTA | VECTOR PEAK | SJW7US3BW | LEXQ | 12.58% | $18,857,264 |
| OPTIMA INSIGHT | CATALYST ATLAS | KOCDG0Z4A | SHNF | 6.54% | $14,941,625 |
| FOUNDATION CAPITAL | WAVE PRIME | NNWM4WIRT | GRR | 10.93% | $30,802,706 |