A complete list of active advisors currently associated with Freestate Advisors LLC

Warmer can help you find a great advisor at Freestate Advisors LLC or one who fits your needs even better.

Freestate Advisors serves individuals, high-net-worth individuals, trusts, estates, charitable organizations, endowments, and retirement plans and their participants. The firm provides ongoing portfolio management (discretionary and non-discretionary), financial planning, and retirement-plan consulting and participant education. Its investment approach emphasizes macro-level, research-driven asset allocation and portfolio construction grounded in proprietary economic and risk modeling. Portfolios are implemented primarily with ETFs and model portfolios and include both "Focused" strategies aligned with diversified benchmarks and "SmartRisk" strategies that may tactically diverge from benchmarks to seek reduced downside in recessionary periods; personalized portfolios are available when clients require custom structures. Freestate discloses an affiliation with an accounting firm through which clients may be referred for tax and accounting services, a relationship that the brochure identifies as creating a potential conflict of interest. The firm also notes that an employee is a licensed insurance agent who may receive commissions for insurance sales, and it offers comprehensive ERISA-focused retirement plan services (fiduciary consulting, due diligence, benchmarking, and fiduciary file setup) that go beyond basic plan advice.

To learn more about the advisors currently working at Freestate Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Freestate Advisors LLC's office locations.

Name	Location	Years of experience
David Barth	Overland Park, KS	5
Tom Halvorson	Overland Park, KS	18
Nathan Haskins	Overland Park, KS	9
Kelly Holloway	Overland Park, KS	7
Melinda Parks	Overland Park, KS	8
Polly Peters	Medina, TX	30
Lasandra Rice	Overland Park, KS	16
Philip Taylor	Wichita, KS	13
Michael Thomas	Overland Park, KS	35

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

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