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Kyle David Playford

Investment adviser representative at Freedom Financial Partners LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$377.9MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

10 years in the industry.

  1. Advisornet Wealth ManagementSep 2021 to now
  2. Freedom Financial Partners LLCOct 2019 to now
  3. Pine Grove Financial GroupMar 2018 to Sep 2019
  4. Cetera Advisor Networks LLCNov 2017 to Sep 2019
  5. Jpm Distribution Srvcs, Inc.Oct 2016 to Aug 2017
  6. Jpm Investment ManagementOct 2016 to Aug 2017

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2017

State registrations

Registered as an investment adviser representative in 1 state (MN).

Freedom Financial Partners LLC

$377.9MAssets managed
308Clients
4Advisers
3 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6722934
Firm CRD
327560
Advisor's SEC record (opens in a new tab)
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