Polly Peters

Employer firm

Freestate Advisors LLC CRD 145800

$182M regulatory AUM 30 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2010 → Present
  Freestate Advisors Llc
  Medina, TX

Previous Registrations

• 1996-09-15 → 2012-12-31
  Cpai, Co.
  Wichita, KS

Other Businesses

(1) Ingenios LLC: oil company, 107 E. Pine Meadow Ct, Andover, KS 67002, new technology for oil company, Member, Number of hour devoted to business per month: 10, Number of hour devoted during securities hours: 10, Duties: Keep minutes, pay invoices.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-08-28