Freestate Advisors LLC

Freestate Advisors LLC (CRD# 145800) is a financial advisory firm headquartered in Leawood, KS. They manage $113,073,912 in 459 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    113
    MILLION
  • Total Number of Accounts
    459
    ACCOUNTS
  • Average Account Value
    $246,348
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
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, MO, NE, NH, TX

Financial Advisors at Freestate Advisors LLC
Showing 1 - 6 of 6 top financial advisors.
1
Kenneth G. Burke
CRD#: 2640588
7400 W 110th Street, Suite 600, Overland Park, KS 66210
96
Wealthminder
score

Kenneth Burke (CRD# 2640588) is an Investment Advisor Representative working at Freestate Advisors LLC in Overland Park, 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
5350 College Boulevard, Suite 103, Overland Park, KS 66211
96
Wealthminder
score

Tom Halvorson (CRD# 5458463) is an Investment Advisor Representative working at Freestate Advisors LLC in Overland Park, 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
4400 Shawnee Mission Parkway, Suite 208, Shawnee Mission, KS 66206
93
Wealthminder
score

Brett Conley (CRD# 1027620) is an Investment Advisor Representative working at Freestate Advisors LLC in Shawnee Mission, 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
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 4 years of experience in the finance industry.

6
Donald S. Peters
CRD#: 4342610
10333e 21st. N., Suite 201, Wichita, KS 67206
75
Wealthminder
score

Donald Peters (CRD# 4342610) is an Investment Advisor Representative working at Freestate Advisors LLC in Wichita, KS and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.