Tom Halvorson, financial advisor Overland Park KS

Tom Halvorson

CRD Number: 5458463
Current Firm: Freestate Advisors LLC

Tom Halvorson (CRD# 5458463) is an Investment Advisor Representative working at Freestate Advisors LLC in Overland Park, KS and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Freestate Advisors LLC Overland Park, KS Jan 2020 - Current 4
Freestate Advisors LLC Overland Park, KS Oct 2007 - Dec 2019 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2007
Contact Info for Tom R. Halvorson
Phone Number: 913-890-2065
Registered State(s):
  • KS
  • MO
By the Numbers
  • Total Assets Under Management
    135
    MILLIONS
  • Total Number of Accounts
    565
    ACCOUNTS
  • Average Account Value
    $238,511
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

KS, MO, NE, NH, TX

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