Insight Financial Services

Insight Financial Services (CRD# 147518) is a financial advisory firm headquartered in Overland Park, KS. They manage $84,714,983 in 665 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    85
    MILLION
  • Total Number of Accounts
    665
    ACCOUNTS
  • Average Account Value
    $127,391
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
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KS, LA, MO, TX

Financial Advisors at Insight Financial Services
Showing 1 - 1 of 1 top financial advisors.
1
Jayne A. Sikyta
CRD#: 4703824
Lees Summit, MO
93
Wealthminder
score

Jayne Sikyta (CRD# 4703824) is an Investment Advisor Representative working at Insight Financial Services in Lees Summit, MO and has over 13 years of experience in the finance industry.

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