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FREESTATE ADVISORS LLC

OVERLAND PARK, KS · CRD 145800 · IAPD ↗ · freestateadvisors.com · 913-890-2065

$181.8MRegulatory AUM
9Advisory reps
9Employees
30Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
February 2026 — FREESTATE ADVISORS LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
50
February 2025 — FREESTATE ADVISORS LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
August 2024 — FREESTATE ADVISORS LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
February 2024 — FREESTATE ADVISORS LLC now reports custody of client assets ($34.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.