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 21 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 9 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 8 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 20 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 3 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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