Kelly Holloway has been an investment adviser representative at Freestate Advisors since January 2025, and is not listed among the firm’s executive officers or direct owners.
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.
Kelly Holloway’s longest registration was 4 years at Lumia Wealth, LLC (2018–2022). Before joining Freestate Advisors in 2025, Kelly Holloway was registered through North Pointe Wealth Advisors, LLC and Lumia Wealth, LLC.
- Freestate Advisors LLCCurrent– present · 1 yearOverland Park, KS · Adviser representative · Firm CRD 145800
- North Pointe Wealth Advisors, LLC– · 1 yearOverland Park, KS · Adviser representative · Firm CRD 323968
- Lumia Wealth, LLC– · 4 yearsOverland Park, KS · Adviser representative · Firm CRD 124276
Investment adviser representative registrations
Kelly Holloway is registered as an investment adviser representative in Kansas, since January 2025.
- KansasSince 8 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 February 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kelly Bryan Holloway
- CRD
- 6926668
- Firm
- Freestate Advisors · CRD 145800
- Office
- 6420 W. 95th Street, Suite 202, Overland Park, KS 66212
- Registration
- Investment adviser registration
- In the industry since
- June 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Kelly Holloway work?
Kelly Holloway is an investment adviser representative registered through Freestate Advisors LLC since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is Kelly Holloway a financial advisor?
Yes. Kelly Holloway has a current investment-adviser registration in Kansas, through Freestate Advisors since January 2025.
How many years of experience does Kelly Holloway have?
Kelly Holloway has 7 years in the financial industry, since June 2019, across 3 adviser firms.
What exams has Kelly Holloway passed?
Kelly Holloway passed the Series 65 in February 2017.
Where did Kelly Holloway work before Freestate Advisors?
Before Freestate Advisors, Kelly Holloway was registered through North Pointe Wealth Advisors, LLC, May 2023 to December 2024; Lumia Wealth, LLC, March 2018 to April 2022.
Where is Kelly Holloway based?
Kelly Holloway’s registered office is in Overland Park, KS.
Is Kelly Holloway registered with FINRA?
No. Kelly Holloway has no current broker registration.
How can I verify Kelly Holloway’s record?
Search CRD 6926668 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kelly Holloway’s full registration record.
