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FREEDOM FINANCIAL PARTNERS LLC

OAKDALE, MN · CRD 327560 · IAPD ↗ · ffpforme.com · 651-797-3532

$377.9MRegulatory AUM
5Advisory reps
8Employees
20Clients
26-50Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2026 — FREEDOM FINANCIAL PARTNERS LLC reported RAUM up 26% ($300.9M -> $377.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
March 2025 — FREEDOM FINANCIAL PARTNERS LLC reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
February 2024 — FREEDOM FINANCIAL PARTNERS LLC now reports custody of client assets ($55.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
February 2024 — FREEDOM FINANCIAL PARTNERS LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.