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Trever Thomas Christian

Freedom Financial Partners LLC

Oakdale, MN

CRD 2561712

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Employer firm

Freedom Financial Partners LLC CRD 327560

$378M regulatory AUM 20 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Freedom Financial Partners Llc

600 Inwood Ave North Ste 260, Oakdale, MN 55128 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-08
MN RA APPROVED 2023-11-20
  • TX RA
    APPROVED
    Since 2024-01-08
  • MN RA
    APPROVED
    Since 2023-11-20

Branch Locations

600 Inwood Ave North Ste 260, Oakdale, MN 55128 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Investment Centers Of America Woodbury MN 02/2013 09/2017
United Capital Financial Advisers, Llc Newport Beach CA 09/2017 01/2020
Freedom Financial Partners, Llc Woodbury MN 02/2013 Present
Advisornet Wealth Management Minneapolis MN 01/2020 Present
  • 02/2013 → 09/2017
    Investment Centers Of America
    Woodbury, MN
  • 09/2017 → 01/2020
    United Capital Financial Advisers, Llc
    Newport Beach, CA
  • 02/2013 → Present
    Woodbury, MN
  • 01/2020 → Present
    Advisornet Wealth Management
    Minneapolis, MN
Previous Registrations
Other Businesses

1) FREEDOM FINANCIAL PARTNERS, LLC; investment related; Oakdale, MN; Partner and Member; 2/2013; 2) I AM AN INSURANCE AGENT, LICENSED FOR LIFE INSURANCE, HEALTH INSURANCE AND/OR ANNUITY LINES OF BUSINESS WITH UNITED CAPITAL RISK MANAGEMENT. I MAY RECEIVE COMPENSATION FROM INSURANCE COMPANIES FOR THE SALES OF INSURANCE PRODUCTS TO CLIENTS OR OTHER INDIVIDUALS. 3) FFP Insurance, LLC; Not investment related; Oakdale, MN; Licensed insurance agency; Co-Owner and insurance agent; 12/2019; 5 hours/month, all during trading hours; Duties are the sales and servicing of insurance products to clients.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-10-01
S63 Uniform Securities Agent State Law Examination 1996-06-25
  • S66 Uniform Combined State Law Examination
    2002-10-01
  • S63 Uniform Securities Agent State Law Examination
    1996-06-25

View on SEC IAPD

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