Insight Financial Services

Insight Financial Services (CRD# 147518) is a financial advisory firm headquartered in Overland Park, KS. They manage $104,203,730 in 695 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    104
    MILLION
  • Total Number of Accounts
    695
    ACCOUNTS
  • Average Account Value
    $149,933
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
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, NY, OK, TX

Financial Advisors at Insight Financial Services
Showing 1 - 6 of 6 top financial advisors.
1
Terry P. Kolkmann
CRD#: 1036575
4500 S. Garnett Road, Suite 205, Tulsa, OK 74146
96
Wealthminder
score

Terry Kolkmann (CRD# 1036575) is an Investment Advisor Representative working at Insight Financial Services in Tulsa, OK and has over 36 years of experience in the finance industry.

2
Lawrence W. Broxterman
CRD#: 4332808
7101 College Blvd., Suite 1501, Overland Park, KS 66210
93
Wealthminder
score

Lawrence Broxterman (CRD# 4332808) is an Investment Advisor Representative working at Insight Financial Services in Overland Park, KS and has over 17 years of experience in the finance industry.

3
Pedro A. Martinez
CRD#: 2557989
7101 College Blvd., Suite 1501, Overland Park, KS 66210
93
Wealthminder
score

Pedro Martinez (CRD# 2557989) 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.

4
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 14 years of experience in the finance industry.

5
Thomas R. Stark
CRD#: 1776447
7101 College Blvd., Suite 1501, Overland Park, KS 66210
93
Wealthminder
score

Thomas Stark (CRD# 1776447) is an Investment Advisor Representative working at Insight Financial Services in Overland Park, KS and has over 30 years of experience in the finance industry.

6
Gregory J. Keal
CRD#: 1304375
7101 College Blvd., Suite 1501, Overland Park, KS 66210
81
Wealthminder
score

Gregory Keal (CRD# 1304375) is an Investment Advisor Representative working at Insight Financial Services in Overland Park, KS and has over 31 years of experience in the finance industry.

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