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Tom Russell Halvorson

FREESTATE ADVISORS LLC·OVERLAND PARK, Kansas
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4400 COLLEGE BLVD, OVERLAND PARK, KS 66211CRD# 5458463Firm CRD# 145800
01

About

Tom Russell Halvorson is a registered financial advisor based in OVERLAND PARK, 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
03

Firm Overview

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

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5458463
Firm CRD# 145800
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Tom Russell Halvorson offer?
Tom Russell Halvorson specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in OVERLAND PARK, Kansas for a consultation.
What are Tom Russell Halvorson's credentials?
Tom Russell Halvorson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tom Russell Halvorson located?
Tom Russell Halvorson is based in OVERLAND PARK, Kansas, working with FREESTATE ADVISORS LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.
How does Tom Russell Halvorson charge for services?
Tom Russell Halvorson'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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Nearby cities in Kansas
LEAWOOD (177)WICHITA (66)TOPEKA (38)LENEXA (30)LAWRENCE (30)
City Guides
LEAWOOD GuideWICHITA GuideTOPEKA GuideLENEXA GuideLAWRENCE Guide
Research
Advisor Fees in KansasNational Fee Analysis
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