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Tom Russell Halvorson

Freestate Advisors LLC

Overland Park, KS

CRD 5458463

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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:

Current Employers
Freestate Advisors Llc

4400 College Blvd Suite 125, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2012-04-26
KS RA APPROVED 2008-03-20
  • MO RA
    APPROVED
    Since 2012-04-26
  • KS RA
    APPROVED
    Since 2008-03-20

Branch Locations

4400 College Blvd Suite 125, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Freestate Advisors Llc Overland Park KS 10/2007 12/2019
Freestate Advisors Llc Overland Park KS 01/2020 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-12-04
  • S65 Uniform Investment Adviser Law Examination
    2007-12-04
Other Names
  • Tom R. Halvorson

View on SEC IAPD

Nearby Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH

Nearby Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER

Nearby Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS

More in Overland Park, KS

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