Insight Financial Services

CRD 147518 · Overland Park, KS · $213.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 147518
SEC number: 801-111935
Firm type: RIA
Assets under management: $213.8M as of May 4, 2026
Website: www.ifsadvisors.com ↗
Phone: 913-402-2020
Address: 7101 College Blvd., Overland Park, KS, 66210

Advisors at this firm

9 in our index · page 1 of 1

Lawrence William BroxtermanCRD 4332808 · Overland Park, KS

IA RegisteredRegistration inactive
Neal Mihir GudisevaCRD 7274363 · Overland Park, KS

IA RegisteredBroker
Gregory Joseph KealCRD 1304375 · Overland Park, KS

IA RegisteredRegistration inactive

Disclosure event(s) on record
Pedro Antonio MartinezCRD 2557989 · Overland Park, KS

IA RegisteredRegistration inactive
Tracy Nichole MccormickCRD 8130729 · Overland Park, KS

IA Registered
David Gregory PacerCRD 4223183 · Overland Park, KS

IA RegisteredBroker
Kelly Lynn StephensonCRD 4190039 · Overland Park, KS

IA RegisteredRegistration inactive
Vanessa Ann TaylorCRD 6037002 · Overland Park, KS

IA RegisteredBroker
Blake E WorkmanCRD 7142643 · Overland Park, KS

IA RegisteredBroker

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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