David Barth has been an investment adviser representative at Freestate Advisors since July 2021, and is not listed among the firm’s executive officers or direct owners. David Barth holds a BA in Business and Economics from Baker University and an MBA from Texas Christian University.
Freestate Advisors LLC is an Overland Park, KS firm with $182M under management, 244 clients and 9 advisers across 4 offices, as of its January 2026 filing.
David Barth is Wealth Advisor of Freestate Advisors. He joined Freestate in 2021. He started his career in corporate finance and served across multiple industries for over twenty years before starting his own business.
- Freestate Advisors LLCCurrent– present · 5 yearsOverland Park, KS · Adviser representative · Firm CRD 145800
Investment adviser representative registrations
David Barth is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from July 2021; the most recent is Texas, in November 2025.
- KansasSince 8 July 2021
- MissouriSince 5 January 2022
- TexasResidentSince 17 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 January 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- David Matthew Barth
- CRD
- 7404207
- Firm
- Freestate Advisors · CRD 145800
- Office
- 4400 COLLEGE BLVD, SUITE 125, Overland Park, KS 66211
- Registration
- Investment adviser registration
- In the industry since
- July 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- freestateadvisors.com
Where does David Barth work?
David Barth is an investment adviser representative registered through Freestate Advisors LLC since July 2021, and is not listed among the firm’s executive officers or direct owners.
Is David Barth a financial advisor?
Yes. David Barth has a current investment-adviser registration in Kansas, Missouri and Texas, through Freestate Advisors since July 2021.
How many years of experience does David Barth have?
David Barth has 5 years in the financial industry, since July 2021, across 1 adviser firm.
What exams has David Barth passed?
David Barth passed the Series 65 in January 2021.
Where is David Barth based?
David Barth’s registered office is in Overland Park, KS.
Is David Barth registered with FINRA?
No. David Barth has no current broker registration.
How can I verify David Barth’s record?
Search CRD 7404207 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Barth’s full registration record.
