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FREESTATE ADVISORS LLC
FREESTATE ADVISORS LLC
OVERLAND PARK, Kansas
·
5 registered advisors
·
CRD# 145800
SEC# 801-106933
2
913-890-2065
01
Firm Overview
AUM
$135M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at FREESTATE ADVISORS LLC
5 registered advisors
Brett Lee Conley
OVERLAND PARK, Kansas
CRD# 1027620
Kelly Gamble
LEAWOOD, Kansas
CRD# 6773632
Melinda Eisenhour Parks
OVERLAND PARK, Kansas
CRD# 2324094
Nathan Emerson Haskins
OVERLAND PARK, Kansas
CRD# 6852825
Tom Russell Halvorson
OVERLAND PARK, Kansas
CRD# 5458463
05
Office Locations
OVERLAND PARK, Kansas
4 advisors
LEAWOOD, Kansas
1 advisor
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Data sourced from SEC Form ADV filings. FREESTATE ADVISORS LLC (CRD# 145800) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.