Billie McClain has been Founder and Managing Member/Chief Compliance Officer of Freedom Value Partners since April 2024, is a control person of the firm and directly owns between 50% and 75% of it. Billie McClain holds a B.S. in Business Administration, with an emphasis in Finance and International Business from the University of Kansas.
Freedom Value Partners, LLC is a firm with $119M under management, 42 clients and 2 advisers across 2 offices, as of its August 2026 filing.
Billie McClain established Freedom Value Partners in May 2022. Before that, she was Senior Vice President and Portfolio Manager for Tower Wealth Managers, a registered investment advisory firm of Country Club Trust Company, after joining it in 2011, and led its Asset Allocation Committee for over eight years. Earlier she was Vice President and Portfolio Manager at Kornitzer Capital Management and its affiliated Great Plains Trust Company, and spent nearly ten years as a portfolio manager with UMB Bank.
Billie McClain’s longest registration was 10 years at Tower Wealth Managers (2011–2021). Before joining Freedom Value Partners in 2024, Billie McClain was registered through Freedom Wealth Advisors, LLC and Tower Wealth Managers.
- Freedom Value Partners, LLCCurrent– present · 2 yearsLenexa, KS · Adviser representative · Firm CRD 330875
- Freedom Wealth Advisors, LLC– · 2 yearsLees Summit, MO · Adviser representative · Firm CRD 154270
- Tower Wealth Managers– · 10 yearsKansas City, MO · Adviser representative · Firm CRD 144791
Professional designations
Listed by Freedom Value Partners
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Billie McClain is registered as an investment adviser representative in 2 states. The first approvals date from May 2024; the most recent is Missouri, in June 2024.
- KansasSince 23 May 2024
- MissouriSince 4 June 2024
Examinations
No examinations are on Billie McClain’s record.
- Full name
- Billie L McClain
- CRD
- 5995173
- Firm
- Freedom Value Partners · CRD 330875
- Role
- Founder and Managing Member/Chief Compliance Officer
- Office
- Lenexa, KS
- Registration
- Investment adviser registration
- In the industry since
- March 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- freedomvaluepartners.com
Where does Billie McClain work?
Billie McClain has been Founder and Managing Member/Chief Compliance Officer of Freedom Value Partners, LLC since April 2024, and is a control person of the firm.
Is Billie McClain a financial advisor?
Yes. Billie McClain has a current investment-adviser registration in Kansas and Missouri, through Freedom Value Partners since May 2024.
How many years of experience does Billie McClain have?
Billie McClain has 14 years in the financial industry, since March 2012, across 3 adviser firms.
Where did Billie McClain work before Freedom Value Partners?
Before Freedom Value Partners, Billie McClain was registered through Tower Wealth Managers, November 2011 to December 2021.
Where is Billie McClain based?
Billie McClain’s registered office is in Lenexa, KS.
Is Billie McClain registered with FINRA?
No. Billie McClain has no current broker registration.
Is Billie McClain a CFA charterholder?
Freedom Value Partners lists Billie McClain with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Billie McClain’s record?
Search CRD 5995173 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Billie McClain’s full registration record.