Freestate Advisors LLC

Freestate Advisors LLC (CRD# 145800) is a financial advisory firm headquartered in Leawood, KS. They manage $111,300,567 in 471 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    111
    MILLION
  • Total Number of Accounts
    471
    ACCOUNTS
  • Average Account Value
    $236,307
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KS, LA, MO, NE, NH, TX

Financial Advisors at Freestate Advisors LLC
Showing 1 - 10 of 11 top financial advisors.
1
Kenneth G. Burke
CRD#: 2640588
4901 W. 136th Street, Leawood, KS 66224
96
Wealthminder
score

Kenneth Burke (CRD# 2640588) is an Investment Advisor Representative working at Freestate Advisors LLC in Leawood, KS and has over 22 years of experience in the finance industry. Kenneth Burke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Tom R. Halvorson
CRD#: 5458463
4901 W. 136th Street, Leawood, KS 66224
96
Wealthminder
score

Tom Halvorson (CRD# 5458463) is an Investment Advisor Representative working at Freestate Advisors LLC in Leawood, KS and has over 10 years of experience in the finance industry. Tom Halvorson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Brett L. Conley
CRD#: 1027620
4901 W. 136th Street, Leawood, KS 66224
93
Wealthminder
score

Brett Conley (CRD# 1027620) is an Investment Advisor Representative working at Freestate Advisors LLC in Leawood, KS and has over 10 years of experience in the finance industry.

4
Polly Peters
CRD#: 2801070
4901 W. 136th Street, Leawood, KS 66224
93
Wealthminder
score

Polly Peters (CRD# 2801070) is an Investment Advisor Representative working at Freestate Advisors LLC in Leawood, KS and has over 21 years of experience in the finance industry.

5
Michael E. Thomas
CRD#: 2119910
4901 W. 136th Street, Leawood, KS 66224
93
Wealthminder
score

Michael Thomas (CRD# 2119910) is an Investment Advisor Representative working at Freestate Advisors LLC in Leawood, KS and has over 27 years of experience in the finance industry.

6
Joshua R. Barlow
CRD#: 6270321
4901 W. 136th Street, Leawood, KS 66224
90
Wealthminder
score

Joshua Barlow (CRD# 6270321) is an Investment Advisor Representative working at Freestate Advisors LLC in Leawood, KS and has over 4 years of experience in the finance industry.

7
Philip D. Taylor
CRD#: 6179116
10333 E 21st St., Ste 201, Wichita, KS 67206
90
Wealthminder
score

Philip Taylor (CRD# 6179116) is an Investment Advisor Representative working at Freestate Advisors LLC in Wichita, KS and has over 5 years of experience in the finance industry.

8
James T. Curran
CRD#: 6910435
5201 Johnson Drive, Suite 305, Mission, KS 66205
87
Wealthminder
score

James Curran (CRD# 6910435) is an Investment Advisor Representative working at Freestate Advisors LLC in Mission, KS and has 1 year of experience in the finance industry.

9
Kelly A. Gamble
CRD#: 6773632
5201 Johnson Drive, Suite 305, Mission, KS 66205
87
Wealthminder
score

Kelly Gamble (CRD# 6773632) is an Investment Advisor Representative working at Freestate Advisors LLC in Mission, KS and has 1 year of experience in the finance industry.

10
Nathan E. Haskins
CRD#: 6852825
4901 W. 136th Street, Leawood, KS 66224
87
Wealthminder
score

Nathan Haskins (CRD# 6852825) is an Investment Advisor Representative working at Freestate Advisors LLC in Leawood, KS and has 1 year of experience in the finance industry.

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