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).

By the Numbers
  • Total Assets Under Management
    174
    MILLION
  • Total Number of Accounts
    987
    ACCOUNTS
  • Average Account Value
    $175,926
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, GA, KS, MO, NE, TX

Financial Advisors at Insight Financial Services
Showing 1 - 5 of 5 top financial advisors.
1
Lawrence W. Broxterman
CRD#: 4332808
7101 College Blvd., Suite 740, Overland Park, KS 66210

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.

2
Gregory J. Keal
CRD#: 1304375
7101 College Blvd., Suite 740, Overland Park, KS 66210

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.

3
Pedro A. Martinez
CRD#: 2557989
7101 College Blvd., Suite 740, Overland Park, KS 66210

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.

4
Jayne A. Sikyta
CRD#: 4703824
Lees Summit, MO

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.

5
Kelly L. Stephenson
CRD#: 4190039
7101 College Blvd., Suite 740, Overland Park, KS 66210

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.

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