Insight Financial Services
Insight Financial Services (CRD# 147518) is a financial advisory firm headquartered in Overland Park, KS. They manage $173,638,505 in 987 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management174MILLION
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Total Number of Accounts987ACCOUNTS
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Average Account Value$175,926
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CO, FL, GA, KS, MO, NE, TX
Lawrence Broxterman (CRD# 4332808) is an Investment Advisor Representative working at Insight Financial Services in Overland Park, KS and has over 23 years of experience in the finance industry.
Gregory Keal (CRD# 1304375) is an Investment Advisor Representative working at Insight Financial Services in Overland Park, KS and has over 36 years of experience in the finance industry.
Pedro Martinez (CRD# 2557989) is an Investment Advisor Representative working at Insight Financial Services in Overland Park, KS and has over 29 years of experience in the finance industry.
Jayne Sikyta (CRD# 4703824) is an Investment Advisor Representative working at Insight Financial Services in Lees Summit, MO and has over 20 years of experience in the finance industry.
Kelly Stephenson (CRD# 4190039) is an Investment Advisor Representative working at Insight Financial Services in Overland Park, KS and has over 21 years of experience in the finance industry.