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Overland Park, KS College Blvd Office

Team
Updated today

Client AUM

$180,441,443

Clients

244

Advisors

7

Of 9 advisors across 3 offices

Location

4400 College Blvd, Suite 125

Overland Park KS 66211

Advisors at this office

7

Advisors at this office

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Tom H

Series 65

Overland Park, KS

Freestate Advisors LLC

Tom Halvorson is a financial advisor at Freestate Advisors LLC with 17 years of industry experience. He holds a Series 65 designation and has been with Freestate Advisors since 2007. Freestate Advisors serves a diverse client base including individuals, high-net-worth individuals, trusts, estates, charitable organizations, endowments, and retirement plans. The firm focuses on research-driven asset allocation and portfolio construction using proprietary economic and risk models, primarily implementing portfolios with ETFs and model strategies tailored to client needs.

Wealth management Passive / index investing
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David B

Series 65

Overland Park, KS

Freestate Advisors LLC

David Barth is a financial advisor at Freestate Advisors LLC with a Series 65 designation and four years of industry experience. He has been with Freestate Advisors since 2021 and also operates Barth Financial Services, LLC, which he founded in 2015. Freestate Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, endowments, and retirement plans. The firm offers portfolio management, financial planning, and retirement-plan consulting, using a research-driven investment approach centered on macroeconomic and risk modeling.

Wealth management Passive / index investing
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Nathan H

Series 65

Overland Park, KS

Freestate Advisors LLC

Nathan Haskins is a financial advisor with Freestate Advisors LLC, holding a Series 65 designation and nine years of industry experience. He has worked at Freestate Advisors since 2017 and previously spent 12 years at The Haskins Corporation. Freestate Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, endowments, and retirement plans. The firm employs a research-driven investment approach focused on macroeconomic asset allocation and risk modeling, primarily using ETFs and model portfolios to deliver both benchmark-aligned and tactical strategies.

Wealth management Passive / index investing
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Melinda P

Series 65

Overland Park, KS

Freestate Advisors LLC

Melinda Parks is a financial advisor at Freestate Advisors LLC with eight years of industry experience. She holds a Series 65 designation and previously worked for Sprint Corporation for 20 years. Parks has been with Freestate Advisors since 2017. Freestate Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, endowments, and retirement plans. The firm focuses on research-driven asset allocation and portfolio construction using proprietary economic and risk models, implementing portfolios primarily with ETFs and model strategies tailored to client needs.

Wealth management Passive / index investing
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Lasandra R

Series 63, Series 65

Overland Park, KS

Freestate Advisors LLC

Lasandra Rice is a financial advisor at Freestate Advisors LLC with 17 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Freestate Advisors since 2017, as well as Retirement Income Strategies, LLC since 2016. Outside of finance, she owns and operates LLR Fitness, LLC, a personal training business, and is a partner in DDown Transportation, LLC. Freestate Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, endowments, and retirement plans. The firm focuses on macro-level, research-driven asset allocation and portfolio construction using ETFs and model portfolios, offering both benchmark-aligned and tactical strategies to manage risk and customization options when needed.

Wealth management Passive / index investing
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Kelly H

Series 65

Overland Park, KS

Freestate Advisors LLC

Kelly Holloway is a financial advisor at Freestate Advisors LLC with six years of industry experience. He holds a Series 65 designation and has worked previously at North Pointe Wealth Advisors, Lumia Wealth, and Cornerstone CPA Group. Outside of his advisory role, Holloway provides accounting and tax services as a Certified Public Accountant. Freestate Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, endowments, and retirement plans. The firm employs a research-driven investment approach focused on macro-level asset allocation and risk modeling, utilizing ETFs and model portfolios with options for both benchmark-aligned and tactical strategies.

Wealth management Passive / index investing
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Michael T

Series 63, Series 65, Series 66

Overland Park, KS

Freestate Advisors LLC

Michael Thomas is a financial advisor at Freestate Advisors LLC with 35 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior work includes roles at SII Investments, Inc. and The Resource Group/Hrh/Willis. Outside of advising, he is involved in property acquisition and agriculture through M.E. Thomas Properties, LLC. Freestate Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, endowments, and retirement plans. The firm focuses on research-driven asset allocation and portfolio construction using ETFs and model portfolios, offering both benchmark-aligned and tactical strategies to manage risk and tailor portfolios to client needs.

Wealth management Passive / index investing
View complete list of advisors at this office
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