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INSIGHT FINANCIAL SERVICES
IFS ADVISORS, LLC
CRD 147518 · SEC 801-111935
7101 COLLEGE BLVD., SUITE 740, OVERLAND PARK, KS, 66210, United States
Phone
913-402-2020
Fax
913-402-2021
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$213.8M
Discretionary AUM
$213.8M
Team
8 total employees; 6 advisory reps; 1 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 314 | $76.0M |
| High net worth individuals | 130 | $137.8M |
States served
AZ, CA, CO, GA, IL, IA, KS, NE, NC, OH, OK, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD