KH
Kelly B. Holloway
FREESTATE ADVISORS LLC
Overland Park, KS 66212
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CRD#: 6926668
KH
Professional summary
Kelly Bryan Holloway is a registered financial advisor currently at FREESTATE ADVISORS LLC located in Overland Park, Kansas.
Kelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Kelly has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Portum Properties - 1/2017 to Present. Not Investment Related. 6420 W.95th Street, Overland Park, KS 66212. Nonresidential rental (building that housed Cornerstone CPA and Lumia Wealth and currently houses North Pointe CPA Group); 99% Shareholder. Hours are limited and vary during year. Not many during trading hours. 2) Flossie's Farm, LLC - Owner. 1/2016 to Present. Not Investment Related. Land Holding. 7515 Twilight Lane, Lenexa, KS 66217. Hours are limited and vary during year. Not many during trading hours. 3) The Prime Directive, Inc. - President. 11/1995 to Present. Not Investment Related. Non-Operating Entity. 7515 Twilight Lane, Lenexa, KS 66217. Prior business with little to no activity currently. Almost no time spent on this activity in last two years, not expected to change. 4) Certified Public Accountant - 8/1996 to Present. Not Investment Related. 6420 West 95th St., Suite 202, Overland Park, KS, 66212. Provides accounting and tax services to clients and prospects. 80% of his time will be spent on this business.
CRS (Client Relationship Summary) - RIA
Click below to view Kelly Bryan Holloway's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 8, 2025 - Present
FREESTATE ADVISORS LLC
Office #1: 6420 W. 95th Street Suite 202, Overland Park, KS 66212RIA
CRD#: 145800
Overland Park, KS
Past
May 22, 2023 - December 9, 2024
NORTH POINTE WEALTH ADVISORS, LLC
RIA
CRD#: 323968
OVERLAND PARK, KS
Past
March 22, 2018 - April 1, 2022
LUMIA WEALTH, LLC
RIA
CRD#: 124276
OVERLAND PARK, KS
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FA
FREESTATE ADVISORS LLC
FREESTATE ADVISORS LLC | FREESTATE CAPITAL ADVISORS LLC
CRD#: 145800 / SEC#: 801-106933
RIA
Registered Investment Advisory firm - (11/24/2015 Approved)Arizona
Registered Investment Advisory firm - (12/2/2015 Terminated)Kansas
Registered Investment Advisory firm - (12/2/2015 Terminated)Missouri
Registered Investment Advisory firm - (12/2/2015 Terminated)Texas
Registered Investment Advisory firm - (12/2/2015 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Kansas(1/8/2025)
Current Firm
FA
FREESTATE ADVISORS LLC
FREESTATE ADVISORS LLC | FREESTATE CAPITAL ADVISORS LLC
CRD#: 145800 / SEC#: 801-106933
RIA
Registered Investment Advisory firm - (11/24/2015 Approved)Arizona
Registered Investment Advisory firm - (12/2/2015 Terminated)Kansas
Registered Investment Advisory firm - (12/2/2015 Terminated)Missouri
Registered Investment Advisory firm - (12/2/2015 Terminated)Texas
Registered Investment Advisory firm - (12/2/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4400 College Blvd Suite 125, Overland Park, KS 66211
Mailing Address
Phone number
(913) 890-2065
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 608 |
| AUM (Assets Under Management) | $ 159,596,367 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
