Tom Halvorson has been an investment adviser representative at Freestate Advisors since March 2008, and is not listed among the firm’s executive officers or direct owners. Tom Halvorson holds an MBA in Finance from the University of Missouri-Kansas City.
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.
Tom Halvorson is Founder and Wealth Advisor of Freestate Advisors. He is Co-Founder of the firm and author of Transformational Investing, published by Advantage Media Group | Forbes Books. After spending the first half of his career in management consulting and business leadership, he turned to personal investing. With Co-Founder Brett Conley, he created the SmartRisk Investment Process.
- Freestate Advisors LLCCurrent– present · 18 yearsOverland Park, KS · Adviser representative · Firm CRD 145800
Investment adviser representative registrations
Tom Halvorson is registered as an investment adviser representative in 2 states. The first approvals date from March 2008; the most recent is Missouri, in April 2012.
- KansasSince 20 March 2008
- MissouriSince 26 April 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 December 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Tom Russell Halvorson
- CRD
- 5458463
- Firm
- Freestate Advisors · CRD 145800
- Office
- 4400 COLLEGE BLVD, SUITE 125, Overland Park, KS 66211
- Registration
- Investment adviser registration
- In the industry since
- March 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- freestateadvisors.com
Where does Tom Halvorson work?
Tom Halvorson is an investment adviser representative registered through Freestate Advisors LLC since March 2008, and is not listed among the firm’s executive officers or direct owners.
Is Tom Halvorson a financial advisor?
Yes. Tom Halvorson has a current investment-adviser registration in Kansas and Missouri, through Freestate Advisors since March 2008.
How many years of experience does Tom Halvorson have?
Tom Halvorson has 18 years in the financial industry, since March 2008, across 1 adviser firm.
What exams has Tom Halvorson passed?
Tom Halvorson passed the Series 65 in December 2007.
Where is Tom Halvorson based?
Tom Halvorson’s registered office is in Overland Park, KS.
Is Tom Halvorson registered with FINRA?
No. Tom Halvorson has no current broker registration.
How can I verify Tom Halvorson’s record?
Search CRD 5458463 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tom Halvorson’s full registration record.
