Kyle
Playford

Freedom Financial Partners LLC

CRD#6722934
Investment Advisor
in Saint Paul, MN

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About this Advisor

Kyle Playford is a financial advisor based in Saint Paul, Minnesota, working with Freedom Financial Partners LLC. Kyle has previously held positions at Jpm Investment Management, Jpm Distribution Srvcs, Inc, Jpmorgan Chase, Us Bank, Aquest Machining And Assembly, Chinaesl, Cetera Advisor Networks LLC, Pine Grove Financial Group, Freedom Financial Partners, and Advisornet Wealth Management. Kyle has passed the Series 63 regulatory exam and is registered to provide services in Minnesota. Currently, Kyle is part of Freedom Financial Partners LLC, which operates out of Saint Paul, Minnesota. The firm has 7 employees and manages assets totaling $242.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Freedom Financial Partners LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

600 Inwood Ave North Ste 260
Saint Paul, MN 55128

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Freedom Financial Partners LLC Brokerage Details

Total Assets Under Management

$241,974,295

MN Average: $5,289,111,388
Total Number of Employees

7

MN Average: 157
Total Number of Accounts

849

MN Average: 8,262
Average Account Size

$285,011

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Kyle Playford Work History

2021 - Present (3 years)

Advisornet Wealth Management

2019 - Present (5 years)

Freedom Financial Partners

2018 - 2019 (1 year)

Pine Grove Financial Group

2017 - 2019 (2 years)

Cetera Advisor Networks LLC

2016 - 2017 (1 year)

Jpm Investment Management

2016 - 2017 (1 year)

Jpm Distribution Srvcs, Inc

2015 - 2016 (1 year)

Jpmorgan Chase

2014 - 2015 (1 year)

Us Bank

2014 - 2014 (< 1 year)

Aquest Machining And Assembly

2013 - 2014 (1 year)

Chinaesl

Disclosures

Please visit the SEC profile of Kyle Playford to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Freedom Financial Partners LLC

Evan Weiand
Saint Paul, MN
Trever Christian
Saint Paul, MN
John Schwalbach
Saint Paul, MN
Kyle Playford
Saint Paul, MN

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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