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Kyle David Playford

Freedom Financial Partners LLC

Oakdale, MN

CRD 6722934

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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
MN RA APPROVED 2023-11-20
  • 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
Jpm Investment Management Columbus OH 10/2016 08/2017
Jpm Distribution Srvcs, Inc. Columbus OH 10/2016 08/2017
Jpmorgan Chase Columbus OH 07/2015 10/2016
Cetera Advisor Networks Llc El Segundo CA 11/2017 09/2019
Pine Grove Financial Group Apple Valley MN 03/2018 09/2019
Freedom Financial Partners Oakdale MN 10/2019 Present
Advisornet Wealth Management Minneapolis MN 09/2021 Present
  • 10/2016 → 08/2017
    Jpm Investment Management
    Columbus, OH
  • 10/2016 → 08/2017
    Jpm Distribution Srvcs, Inc.
    Columbus, OH
  • 07/2015 → 10/2016
    Jpmorgan Chase
    Columbus, OH
  • 11/2017 → 09/2019
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 03/2018 → 09/2019
    Pine Grove Financial Group
    Apple Valley, MN
  • 10/2019 → Present
    Freedom Financial Partners
    Oakdale, MN
  • 09/2021 → Present
    Advisornet Wealth Management
    Minneapolis, MN
Previous Registrations
Other Businesses

FFP Insurance LLC; not investment related; Oakdale, MN; a licensed insurance agency; insurance agent; 07/2023; 2 hours/month, all during trading hours; Duties are the sales and servicing of insurance products to clients.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-07-07
  • S63 Uniform Securities Agent State Law Examination
    2017-07-07
Designations
  • Certified Financial Planner

View on SEC IAPD

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