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INSIGHT FINANCIAL SERVICES

OVERLAND PARK, KS · CRD 147518 · IAPD ↗ · ifsadvisors.com · 913-402-2020

$213.8MRegulatory AUM
8Advisory reps
11Employees
1Clients
251-500Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
August 2026 — INSIGHT FINANCIAL SERVICES added office(s): 0 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
August 2026 — INSIGHT FINANCIAL SERVICES grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
June 2026 — INSIGHT FINANCIAL SERVICES notice-filed in AZ, CA, IA, IL, NC, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
March 2025 — INSIGHT FINANCIAL SERVICES reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
October 2024 — INSIGHT FINANCIAL SERVICES notice-filed in OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — INSIGHT FINANCIAL SERVICES reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.