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Freestate Advisors LLC CRD 145800
$182M regulatory AUM 30 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4400 College Blvd Suite 125, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2017-09-26 |
| TX | RA | APPROVED | 2017-09-26 |
| KS | RA | APPROVED | 2017-02-16 |
Branch Locations
4400 College Blvd Suite 125, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Resource Group/Hrh/Willis | Overland Park | KS | 06/1996 | 01/2017 |
| Sii Investments, Inc. | Overland Park | KS | 08/2005 | 02/2017 |
| Freestate Advisors Llc | Overland Park | KS | 02/2017 | Present |
| Retirement Income Strategies, Llc | Overland Park | KS | 01/2016 | Present |
1) M.E. THOMAS PROPERTIES, LLC - MEMBER INVOLVED WITH PROPERTY ACQUISITION AND AGRICULTURE. 2) RETIREMENT INCOME STRATEGIES, LLC - MANAGING MEMBER OFFERING FIXED INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-24 |
| S65 | Uniform Investment Adviser Law Examination | 2000-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 1991-02-11 |
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