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 |
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.
Get matched with an advisorMethodology
To find the top financial advisors in Oakdale, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
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 Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection 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.
Get matched with an advisorMethodology
To find the top financial advisors in Oakdale, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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