Joshua BarlowCRD 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.
Financial Partners Group, Inc.
Mariner Wealth Advisors
Prime Capital Investment Advisors, LLC
|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|
Total Assets Under Management147MILLIONS
Total Number of Accounts599ACCOUNTS
Average Account Value$245,671
- A percentage of assets under your management
- 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
KS, LA, MO, NE, NH, TX
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.