Unclaimed Profile

Brett Lee Conley

FREESTATE ADVISORS LLC·OVERLAND PARK, Kansas

Series 6, Series 22, Series 65Clean record18 years registeredFREESTATE ADVISORS LLC

4400 COLLEGE BLVD, OVERLAND PARK, KS 66211CRD# 1027620Firm CRD# 145800

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brett Lee Conley · OVERLAND PARK, KS

Registration

CRD #1027620 · FREESTATE ADVISORS LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FREESTATE ADVISORS LLC

FREESTATE INVESTMENTS LLC

Feb 2014 – Dec 2014

FAIRWAY, KS

FREESTATE ADVISORS LLC

Mar 2008 – Jul 2021

OVERLAND PARK, KS

Registrations & Exams

FINRA examinations passed

Series 6

Series 22

Series 65

Registration record

First registered · March 20, 2008

Years registered · 18

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 Brett Lee Conley offer?

Brett Lee Conley specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Brett Lee Conley's credentials?

Brett Lee Conley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brett Lee Conley located?

Brett Lee Conley is based in OVERLAND PARK, Kansas, last registered with FREESTATE ADVISORS LLC.

How does Brett Lee Conley charge for services?

Brett Lee Conley'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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