John Schwalbach
John Schwalbach is a CFP-designated registered investment advisor at Freedom Financial Partners LLC, based in Oakdale, MN, with 23 years of industry experience. John 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
Get directionsHistory
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
John is the Co-President and an insurance agent at FFP Insurance, LLC, selling and servicing insurance products, dedicating a few hours per week. He is also a licensed insurance agent with United Capital Risk Management, selling life, health, and annuity products, and a trustee for a family trust, spending minimal time on this.
Employment History
Current Registrations
Freedom Financial Partners LLC
Previous Registrations
Advisornet Wealth Partners
Cetera Advisor Networks LLCBroker
Goldman Sachs Personal Financial Management
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
NFP Securities, INC.Broker
Ing Financial Partners, INC.Broker
Locust Street Securities, INC.Broker
State Registrations3 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.