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Polly Peters, portrait

Polly Peters

Investment adviser representative at Freestate Advisors in Medina, TX

Investment adviser registrationUpdated

Polly Peters is an investment adviser representative at Freestate Advisors LLC, an investment adviser managing $182M, and works from its Medina, TX office. Polly Peters has been registered through Freestate Advisors since 18 November 2010, has 30 years in the industry across 2 firms and has passed the Series 65.

30
Years in industry
15
Years at firm
2
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Polly Peters has been an investment adviser representative at Freestate Advisors since November 2010, and is not listed among the firm’s executive officers or direct owners. Polly Peters holds a Bachelor's degree from Kansas State 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.

Polly Peters is Wealth Advisor of Freestate Advisors. She serves clients in the Wichita area, where she began her career in sales and owned a small business for many years. In 1996 she joined the management of Central Plains Advisors and later succeeded to its presidency before it merged with Freestate.

Polly Peters’ longest registration was 16 years at Cpai, Co. (1996–2012). Before joining Freestate Advisors in 2010, Polly Peters was registered through Cpai, Co.

  1. – present · 15 years
    Medina, TX · Adviser representative · Firm CRD 145800
  2. Cpai, Co.
    – · 16 years
    Wichita, KS · Adviser representative · Firm CRD 107222

Credentials and registrations

Investment adviser representative registrations

Polly Peters is registered as an investment adviser representative in 2 states. The first approvals date from November 2010; the most recent is Texas, in November 2015.

  • KansasSince 18 November 2010
  • TexasSince 13 November 2015

Examinations

Series 6528 August 1996
Name
Uniform Investment Adviser Law Examination

Key facts

CRD
2801070
Firm
Freestate Advisors · CRD 145800
Office
Medina, TX
Registration
Investment adviser registration
In the industry since
September 1996
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Polly Peters work?

Polly Peters is an investment adviser representative registered through Freestate Advisors LLC since November 2010, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Polly Peters a financial advisor?

Yes. Polly Peters has a current investment-adviser registration in Kansas and Texas, through Freestate Advisors since November 2010.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Polly Peters have?

Polly Peters has 30 years in the financial industry, since September 1996, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Polly Peters passed?

Polly Peters passed the Series 65 in August 1996.

Source: IAPD individual record, checked 22 October 2026

Where is Polly Peters based?

Polly Peters’ registered office is in Medina, TX.

Source: IAPD individual record, checked 22 October 2026

Is Polly Peters registered with FINRA?

No. Polly Peters has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Polly Peters’ record?

Search CRD 2801070 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Polly Peters’ full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Freestate Advisors

Sources

  1. IAPD individual record, CRD 2801070, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Freestate Advisors LLC, filed 5 January 2026. Executive officers and direct owners; this person is not among them.
  3. Freestate Advisors team page. Biography, education, credentials, awards and the portrait, reproduced for identification.