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Tom Russell Halvorson

FREESTATE ADVISORS LLC·OVERLAND PARK, Kansas
Series 65Clean record18 years registeredFREESTATE 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 · 18 years registered
Brand Profile
Not yet started
01

Career History

FREESTATE ADVISORS LLC
Mar 2008 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · March 20, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FREESTATE ADVISORS LLC
CRD 145800 · SEC 801-106933
AUM
$135M
Regulatory assets under management
Employees
8
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 →
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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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Other Advisors at FREESTATE ADVISORS LLC

Brett Lee Conley
OVERLAND PARK, KS
Kelly Gamble
LEAWOOD, KS
Nathan Emerson Haskins
OVERLAND PARK, KS
Melinda Eisenhour Parks
OVERLAND PARK, KS

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Research
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