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Kelly Gamble

FREESTATE ADVISORS LLC·LEAWOOD, Kansas
Clean recordFREESTATE ADVISORS LLC
4901 W. 136TH STREET, LEAWOOD, KS 66224CRD# 6773632Firm CRD# 145800

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kelly Gamble · LEAWOOD, KS
Registration
CRD #6773632 · FREESTATE ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kelly Gamble is a registered financial advisor based in LEAWOOD, Kansas, affiliated with FREESTATE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
FREESTATE ADVISORS LLC
FREESTATE ADVISORS LLC
AUM
$135M
Regulatory assets under management
Employees
8
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6773632
Firm CRD# 145800
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kelly Gamble offer?
Kelly Gamble specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LEAWOOD, Kansas for a consultation.
What are Kelly Gamble's credentials?
Kelly Gamble is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelly Gamble located?
Kelly Gamble is based in LEAWOOD, Kansas, working with FREESTATE ADVISORS LLC. Their office serves clients in the LEAWOOD metropolitan area and surrounding communities.
How does Kelly Gamble charge for services?
Kelly Gamble's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FREESTATE ADVISORS LLC?
FREESTATE ADVISORS LLC has approximately 8 employees and manages $135M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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