This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-20-2008
- Office Locations
- 4
Office Locations
About Freestate Advisors LLC
Freestate Advisors LLC is a fiduciary advisory firm serving individuals and retirement plan sponsors/participants, combining education-driven financial planning with advanced investment strategies. The team designs, monitors, and manages workplace retirement plans and supports participants with tools and guidance. Portfolios emphasize asset allocation and risk management using vehicles such as ETFs and mutual funds, with custody commonly at Schwab or Fidelity/NFS.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
NATHAN EMERSON HASKINS
President, Principal
- CRD
- #6852825
- Ownership
- 50% but less than 75%
MELINDA EISENHOUR PARKS
Chief Compliance Officer, Chief Financial Officer, Principal
- CRD
- #2324094
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
David Matthew Barth
Wealth Advisor
- CRD
- #7404207
TOM RUSSELL HALVORSON
--
- CRD
- #5458463
Pathway foundation
Matrix insight
- CRD
- #32987
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,160,562 | $285,764 |
| Non-Discretionary | $80,677,104 | $287,107 |
| Total | $181,837,666 | $286,359 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $181,837,666
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,074,074,052 | 69.9% |
| Cash | $703,650,713 | 16.0% |
| Equity - Exchange | $620,092,190 | 14.1% |
| Total | $4,397,816,955 | 100.0% |