Trever Christian
Trever Christian is a registered investment advisor at Freedom Financial Partners LLC, based in Oakdale, MN, with 29 years of industry experience. Trever operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 308 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum fee of 1.50% annually, negotiable.
Fee Estimator
Location
600 Inwood Ave North, Ste 260, Oakdale, MN, 55128
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Trever is a partner and member of Freedom Financial Partners, LLC since 2013. He is also a licensed insurance agent and co-owner of FFP Insurance, LLC, dedicating a few hours per week to the sales and servicing of insurance products.
Employment History
Current Registrations
Freedom Financial Partners LLC
Previous Registrations
Advisornet Wealth Partners
United Capital Financial Advisers
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
NFP Securities, INC.Broker
Mony Securities CorporationBroker
Trusted Securities Advisors CORP.Broker
Washington Square Securities, INC.Broker
Interra Clearing Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.