Best Investors Account Sign in
Inactive

David Matthew Barth

Freestate Advisors LLC

Overland Park, KS

CRD 7404207

Claim This Profile
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
TX RA APPROVED_RES 2025-11-17
MO RA APPROVED 2022-01-05
KS RA APPROVED 2021-07-08
  • TX RA
    APPROVED_RES
    Since 2025-11-17
  • MO RA
    APPROVED
    Since 2022-01-05
  • KS RA
    APPROVED
    Since 2021-07-08

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 06/2021 Present
Barth Financial Services, Llc Lenexa KS 07/2015 Present
  • 06/2021 → Present
    Freestate Advisors Llc
    Overland Park, KS
  • 07/2015 → Present
    Barth Financial Services, Llc
    Lenexa, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-01-21
  • S65 Uniform Investment Adviser Law Examination
    2021-01-21

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

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor