Unclaimed Profile

Kelly Gamble

FREESTATE ADVISORS LLC·LEAWOOD, Kansas

SIE, Series 7, Series 63, Series 65Clean record8 years registeredFREESTATE 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 · 8 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FREESTATE ADVISORS LLC

REINHARDT FINANCIAL SERVICES INC

Jan 2019 – Nov 2019

LAWRENCE, KS

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Oct 2018 – Nov 2018

Lawrence, KS

FREESTATE ADVISORS LLC

Sep 2017 – Jul 2018

MISSION, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · September 6, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FREESTATE ADVISORS LLC

CRD 145800 · SEC 801-106933

AUM

$135M

Regulatory assets under management

Employees

565 client accounts

Services offered by FREESTATE ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FREESTATE ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Kelly Gamble offer?

Kelly Gamble specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

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, last registered with FREESTATE ADVISORS LLC.

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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