Philip Taylor has been an investment adviser representative at Freestate Advisors since May 2013, 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.
- Freestate Advisors LLCCurrent– present · 13 yearsWichita, KS · Adviser representative · Firm CRD 145800
Investment adviser representative registrations
Philip Taylor is registered as an investment adviser representative in Kansas, since May 2013.
- KansasSince 8 May 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 May 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Philip David Taylor
- CRD
- 6179116
- Firm
- Freestate Advisors · CRD 145800
- Office
- Wichita, KS
- Registration
- Investment adviser registration
- In the industry since
- May 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Philip Taylor work?
Philip Taylor is an investment adviser representative registered through Freestate Advisors LLC since May 2013, and is not listed among the firm’s executive officers or direct owners.
Is Philip Taylor a financial advisor?
Yes. Philip Taylor has a current investment-adviser registration in Kansas, through Freestate Advisors since May 2013.
How many years of experience does Philip Taylor have?
Philip Taylor has 13 years in the financial industry, since May 2013, across 1 adviser firm.
What exams has Philip Taylor passed?
Philip Taylor passed the Series 65 in May 2013.
Where is Philip Taylor based?
Philip Taylor’s registered office is in Wichita, KS.
Is Philip Taylor registered with FINRA?
No. Philip Taylor has no current broker registration.
How can I verify Philip Taylor’s record?
Search CRD 6179116 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Philip Taylor’s full registration record.
