Joshua Barlow, financial advisor Overland Park KS

Joshua Barlow

CRD Number: 6270321
Current Firm: Freestate Advisors LLC

Joshua Barlow (CRD# 6270321) is an Investment Advisor Representative working at Freestate Advisors LLC in Overland Park, KS and has over 7 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Freestate Advisors LLC Overland Park, KS Jan 2020 - Current 2
Freestate Advisors, LLC Mission, KS Aug 2016 - Dec 2019 3
Freestate Investments, LLC Mission, KS Jan 2015 - Dec 2019 4
Freestate Advisors, LLC Scottsdale, AZ Jul 2014 - Dec 2014 < 1
Waddell & Reed Inc. Independence, MO Jan 2014 - Jul 2014 < 1
Rocky Buford Independence, MO Oct 2013 - Dec 2013 < 1
Unemployed Kansas City, MO Aug 2013 - Oct 2013 < 1
Jp Morgan Overland Park, KS May 2013 - Aug 2013 < 1
University Of Kansas Lawrence, KS Jan 2012 - May 2013 1
Student Lawrence, KS Aug 2009 - May 2013 3
Montage Investments Leawood, KS May 2012 - Aug 2012 < 1
Boston Financial Lawrence, KS Sep 2011 - Mar 2012 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Joshua R. Barlow
Phone Number: 913-890-2065
Registered State(s):
  • KS
  • MO
By the Numbers
  • Total Assets Under Management
    147
    MILLIONS
  • Total Number of Accounts
    599
    ACCOUNTS
  • Average Account Value
    $245,671
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, LA, MO, NE, NH, TX

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