Freestate Advisors LLC

Freestate Advisors LLC (CRD# 145800) is a financial advisory firm headquartered in Overland Park, KS. They manage $147,156,735 in 599 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
4400 College Blvd, Suite 125, Overland Park, KS 66211
http://www.freestateadvisors.com
By the Numbers
  • Total Assets Under Management
    147
    MILLION
  • 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
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 - 9 of 9 top financial advisors.
1
Joshua Barlow, financial advisor Overland Park KS
Joshua R. Barlow
CRD#: 6270321
4400 College Blvd, Suite 125, Overland Park, KS 66211

Joshua Barlow (CRD# 6270321) is an Investment Advisor Representative working at Freestate Advisors LLC in Overland Park, KS and has over 8 years of experience in the finance industry.

2
Tom Halvorson, financial advisor Overland Park KS
Tom R. Halvorson
CRD#: 5458463
4400 College Blvd, Suite 125, Overland Park, KS 66211

Tom Halvorson (CRD# 5458463) is an Investment Advisor Representative working at Freestate Advisors LLC in Overland Park, KS and has over 14 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
Nathan Haskins, financial advisor Overland Park KS
Nathan E. Haskins
CRD#: 6852825
4400 College Blvd, Suite 125, Overland Park, KS 66211

Nathan Haskins (CRD# 6852825) is an Investment Advisor Representative working at Freestate Advisors LLC in Overland Park, KS and has over 4 years of experience in the finance industry.

4
Melinda Parks, financial advisor Overland Park KS
Melinda E. Parks
CRD#: 2324094
4400 College Blvd, Suite 125, Overland Park, KS 66211

Melinda Parks (CRD# 2324094) is an Investment Advisor Representative working at Freestate Advisors LLC in Overland Park, KS and has over 4 years of experience in the finance industry.

5
Polly Peters, financial advisor Overland Park KS
Polly Peters
CRD#: 2801070
4400 College Blvd, Suite 125, Overland Park, KS 66211

Polly Peters (CRD# 2801070) is an Investment Advisor Representative working at Freestate Advisors LLC in Overland Park, KS and has over 25 years of experience in the finance industry.

6
Lasandra Rice, financial advisor Overland Park KS
Lasandra L. Rice
CRD#: 3087557
4400 College Blvd, Suite 125, Overland Park, KS 66211

Lasandra Rice (CRD# 3087557) is an Investment Advisor Representative working at Freestate Advisors LLC in Overland Park, KS and has over 11 years of experience in the finance industry.

7
Philip Taylor, financial advisor Overland Park KS
Philip D. Taylor
CRD#: 6179116
4400 College Blvd, Suite 125, Overland Park, KS 66211

Philip Taylor (CRD# 6179116) 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.

8
Michael Thomas, financial advisor Overland Park KS
Michael E. Thomas
CRD#: 2119910
4400 College Blvd, Suite 125, Overland Park, KS 66211

Michael Thomas (CRD# 2119910) is an Investment Advisor Representative working at Freestate Advisors LLC in Overland Park, KS and has over 31 years of experience in the finance industry.

9
David Barth, financial advisor Overland Park KS
David M. Barth
CRD#: 7404207
4400 College Blvd, Suite 125, Overland Park, KS 66211

David Barth (CRD# 7404207) is an Investment Advisor Representative working at Freestate Advisors LLC in Overland Park, KS and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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