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Kyle David Playford

Kyle D. Playford

FREEDOM FINANCIAL PARTNERS LLC
Oakdale, MN 55128
Some features on this profile are disabled
CRD#: 6722934
Kyle David Playford

Professional summary

Kyle David Playford, CFP® is a registered financial advisor currently at FREEDOM FINANCIAL PARTNERS LLC located in Oakdale, Minnesota.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Kyle has worked at 4 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle David Playford's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2020

Experience

Current

November 20, 2023 - Present

FREEDOM FINANCIAL PARTNERS LLC

Office #1: 600 Inwood Ave North Ste 260, Oakdale, MN 55128
RIA
CRD#: 327560
Oakdale, MN
Past

September 2, 2021 - January 16, 2024

ADVISORNET WEALTH PARTNERS

RIA
CRD#: 113074
Oakdale, MN
Past

November 3, 2017 - April 4, 2018

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
WOODBURY, MN
Past

June 23, 2017 - August 16, 2017

JPMORGAN DISTRIBUTION SERVICES, INC.

BD
CRD#: 104234
COLUMBUS, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FF
FREEDOM FINANCIAL PARTNERS LLC
FREEDOM FINANCIAL PARTNERS LLC

CRD#: 327560 / SEC#: 801-128748

RIA
Registered Investment Advisory firm - (9/19/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Minnesota
(11/20/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 7/7/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 4/4/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 6/23/2017
Investment Company Products/Variable Contracts Representative Examination

Current Firm

FF
FREEDOM FINANCIAL PARTNERS LLC
FREEDOM FINANCIAL PARTNERS LLC

CRD#: 327560 / SEC#: 801-128748

RIA
Registered Investment Advisory firm - (9/19/2023 Approved)
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Contact information

Main Address
600 Inwood Ave North Ste 260, Oakdale, MN 55128
Mailing Address
Phone number
(651) 797-3532
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/10/2026)

Regulatory assets under management

Total Number of Accounts1,100
AUM (Assets Under Management)$ 377,914,930

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FREEDOM FINANCIAL PARTNERS LLC

CRD#: 327560Oakdale, MN 55128

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