Top financial advisors in Oakdale, MN
We’ve curated a list of the best financial advisors in Oakdale, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$241,974,295
Number of advisors
7 advisors
| $241,974,295 | 7 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Oakdale, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Oakdale. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Freedom Financial Partners LLC
Freedom Financial Partners, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission since January 2013. Co-Presidents John Schwalbach and Trev er Christian manage the firm, which had $300,858,365 in discretionary assets under management as of December 31, 2024. The firm offers tailored investment portfolios, financial planning services, and retirement plan consulting. Clients receive personalized investment advice based on their financial goals, risk tolerance, and liquidity needs. Freedom Financial utilizes a mix of mutual funds, ETFs, and separate account strategies, guided by Modern Portfolio Theory. The firm charges a maximum advisory fee of 1.50% based on assets under management, with fees paid quarterly in advance. Clients may impose restrictions on investments, and the firm may use sub-advisers for balanced portfolio management. Freedom Financial does not offer performance-based fees and provides services to individuals, high net-worth individuals, and pension and profit-sharing plans with no minimum account size requirement. The firm maintains investment discretion over client accounts and has a Business Continuity Plan in place to ensure operational continuity in various disaster scenarios. Clients' privacy is protected, and they have the right to limit the sharing of their personal information.
$241,974,295 under management
7 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Oakdale, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Oakdale. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.