Unclaimed Profile

Tom Russell Halvorson

FREESTATE ADVISORS LLC·OVERLAND PARK, Kansas

Clean recordFREESTATE ADVISORS LLC

4400 COLLEGE BLVD, OVERLAND PARK, KS 66211CRD# 5458463Firm CRD# 145800

Profile Verification

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

Identity

Tom Russell Halvorson · OVERLAND PARK, KS

Registration

CRD #5458463 · FREESTATE ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

FREESTATE ADVISORS LLC

AUM

$135M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FREESTATE ADVISORS LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5458463

Firm CRD# 145800

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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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