INSIGHT FINANCIAL SERVICES
IFS ADVISORS, LLC Legal Name
Adviser information for INSIGHT FINANCIAL SERVICES last updated from Form ADV on March 1st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Kansas, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 5 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 987 | $173.6M |
| Non-Discretionary | 0 | $0 |
| Total | 987 | $173.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 349 | $77.8M |
| HNW Individuals | 97 | $95.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Principal Office
7101 COLLEGE BLVD.SUITE 740
OVERLAND PARK
KS
United States
Monday - Friday, 8:30 A.M. TO 5:00 P.M.
Tel: 913-402-2020, Fax: 913-402-2021
Chief Compliance Officer
LARRY BROXTERMAN
7101 COLLEGE BLVD.
SUITE 740
OVERLAND PARK
KS
United States
Tel:
(913) 402-2020 X201
Fax:
(913) 402-2021
L**********@**************M
(Full email address available in API data)
Regulatory Contact
LISA MEYER
7101 COLLEGE BLVD.
SUITE 740
OVERLAND PARK
KS
United States
Tel:
(913) 402-2020
Fax:
913-402-2021
L*****@**************M
(Full email address available in API data)
Industry Affiliates
| INSIGHT INSURANCE PARTNERS | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MARTINEZ, PEDRO, ANTONIO | Individual | – | MEMBER/PRESIDENT | 06/2008 | > 75% |
| BROXTERMAN, LAWRENCE, WILLIAM | Individual | – | CHIEF COMPLIANCE OFFICER | 10/2008 | < 5% |
| STEPHENSON, KELLY, LYNN | Individual | – | CHIEF OPERATIONS OFFICER | 08/2009 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 29th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| AMAZON COM INC COM | Stock | 4K | 20 | – |
| PARAMOUNT GLOBAL CLASS B COM | Stock | 2K | 200 | – |
| PRUDENTIAL FINL INC COM | Stock | 1K | 12 | – |
| INVESCO QQQ TRUST SERIES I | ETF | 198K | 414 | – |
| STARBUCKS CORP COM | Stock | 9K | 112 | – |
| MONSTER BEVERAGE CORP NEW COM | Stock | 5K | 100 | – |
| JOHNSON & JOHNSON COM | Stock | 11K | 72 | – |
| COSTCO WHSL CORP NEW COM | Stock | 16K | 19 | – |
| PROCTER AND GAMBLE CO COM | Stock | 77K | 465 | – |
| COCA COLA CO COM | Stock | 9K | 148 | – |
| GENERAL MLS INC COM | Stock | 632 | 10 | – |
| UNITED PARCEL SERVICE INC CL B | Stock | 9K | 65 | – |
| NETFLIX INC COM | Stock | 29K | 43 | – |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | ETF | 192K | 491 | – |
| CAPITOL FED FINL INC COM | Stock | 1K | 226 | – |
| MERCK & CO INC COM | Stock | 74K | 597 | – |
| SPDR S&P 500 ETF TRUST | ETF | 6K | 11 | – |
| INNOVATIVE INDL PPTYS INC COM | REIT | 2K | 20 | – |
| CORNING INC COM | Stock | 1K | 30 | – |
| VERIZON COMMUNICATIONS INC COM | Stock | 13K | 324 | – |
| FEDEX CORP COM | Stock | 16K | 54 | – |
| ISHARES 1-3 YEAR TREASURY BOND ETF | ETF | 49K | 600 | – |
| OKTA INC CL A | Stock | 3K | 30 | – |
| FORD MTR CO DEL COM | Stock | 25K | 2K | – |
| US BANCORP DEL COM NEW | Stock | 5K | 135 | – |
| XCEL ENERGY INC COM | Stock | 51K | 956 | – |
| HOME DEPOT INC COM | Stock | 22K | 63 | – |
| AUTOMATIC DATA PROCESSING INC COM | Stock | 213K | 891 | – |
| DARE BIOSCIENCE INC COM NEW | Stock | 4K | 11K | – |
| BRIGHTHOUSE FINL INC COM | Stock | 563 | 13 | – |
| SCHWAB U.S. SMALL-CAP ETF | ETF | 6M | 128K | – |
| ISHARES RUSSELL 1000 GROWTH ETF | ETF | 260K | 714 | – |
| SCHWAB U.S. BROAD MARKET ETF | ETF | 44 | 0 | – |
| LUMEN TECHNOLOGIES INC COM | Stock | 28 | 26 | – |
| VIRGIN GALACTIC HOLDINGS INC COM NEW | Stock | 421 | 50 | – |
| ISHARES CORE S&P SMALL CAP ETF | ETF | 6M | 57K | – |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 258K | 633 | – |
| PURPLE INNOVATION INC COM | Stock | 2K | 2K | – |
| OREILLY AUTOMOTIVE INC COM | Stock | 10K | 9 | – |
| CSX CORP COM | Stock | 11K | 315 | – |
| MICROSOFT CORP COM | Stock | 29K | 65 | – |
| WARNER BROS DISCOVERY INC COM SER A | Stock | 2K | 205 | – |
| ARES CAPITAL CORP COM | CEF | 625 | 30 | – |
| ANDERSONS INC COM | Stock | 2K | 42 | – |
| BOEING CO COM | Stock | 4K | 21 | – |
| VANGUARD MID-CAP ETF | ETF | 2M | 9K | – |
| NIKE INC CL B | Stock | 1K | 16 | – |
| TESLA INC COM | Stock | 74K | 373 | – |
| FINANCIAL SELECT SECTOR SPDR FUND | ETF | 2K | 60 | – |
| MODERNA INC COM | Stock | 7K | 55 | – |
| TANGER INC COM | REIT | 14K | 500 | – |
| VANGUARD INFORMATION TECHNOLOGY ETF | ETF | 12M | 21K | – |
| KKR & CO INC COM | Stock | 3K | 25 | – |
| LYONDELLBASELL INDUSTRIES N V SHS - A - | Stock | 15K | 154 | – |
| VANGUARD S&P 500 ETF | ETF | 165K | 330 | – |
| INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER | ETF | 24K | 650 | – |
| PPL CORP COM | Stock | 8K | 288 | – |
| SPIRIT AIRLS INC COM | Stock | 40 | 11 | – |
| SELECTQUOTE INC COM | Stock | 510 | 185 | – |
| ISHARES FLOATING RATE BOND ETF | ETF | 51K | 1K | – |
| SONY GROUP CORP SPONSORED ADR | ADR | 10K | 118 | – |
| ISHARES 0-3 MONTH TREASURY BOND ETF | ETF | 18M | 183K | – |
| AMERICAN ELEC PWR CO INC COM | Stock | 50K | 571 | – |
| GLADSTONE LD CORP COM | REIT | 12K | 876 | – |
| ADVISORSHARES PURE US CANNABIS ETF | ETF | 1K | 155 | – |
| VIATRIS INC COM | Stock | 542 | 51 | – |
| SPIRIT AEROSYSTEMS HLDGS INC COM CL A | Stock | 14K | 420 | – |
| C3 AI INC CL A | Stock | 1K | 50 | – |
| PROSHARES SHORT VIX SHORT-TERM FUTURES ETF | ETF | 18K | 299 | – |
| SCHWAB US DIVIDEND EQUITY ETF | ETF | 27K | 350 | – |
| ALSET INC COM | Stock | 556 | 335 | – |
| ROBLOX CORP CL A | Stock | 595 | 16 | – |
| COINBASE GLOBAL INC COM CL A | Stock | 7K | 33 | – |
| ORGANON & CO COMMON STOCK | Stock | 1K | 58 | – |
| VISA INC COM CL A | Stock | 139K | 528 | – |
| SENTINELONE INC CL A | Stock | 2K | 100 | – |
| KRISPY KREME INC COM | Stock | 602 | 56 | – |
| HERSHEY CO COM | Stock | 10K | 57 | – |
| LUCID GROUP INC COM | Stock | 20 | 8 | – |
| LI-CYCLE HOLDINGS CORP COM NEW | Stock | 444 | 68 | – |
| UNITED STATES OIL FUND LP | ETF | 12K | 150 | – |
| KYNDRYL HLDGS INC COMMON STOCK | Stock | 1K | 42 | – |
| RIVIAN AUTOMOTIVE INC COM CL A | Stock | 1K | 100 | – |
| ORION OFFICE REIT INC COM | REIT | 53 | 15 | – |
| META PLATFORMS INC CL A | Stock | 54K | 107 | – |
| SYMBOTIC INC CLASS A COM | Stock | 4K | 100 | – |
| CARLYLE GROUP INC COM | Stock | 910 | 22 | – |
| INNOVATOR UNCAPPED ACCELERATED U.S. EQUITY ETF | ETF | 6K | 171 | – |
| WP CAREY INC COM | REIT | 3K | 48 | – |
| METLIFE INC COM | Stock | 2K | 35 | – |
| INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | ETF | 93K | 2K | – |
| NVIDIA CORPORATION COM | Stock | 111K | 897 | – |
| ARCHER DANIELS MIDLAND CO COM | Stock | 11K | 175 | – |
| UNITED STATES COPPER INDEX FUND | ETF | 5K | 200 | – |
| ABBVIE INC COM | Stock | 34K | 200 | – |
| NORWEGIAN CRUISE LINE HLDG LTD SHS | Stock | 357 | 19 | – |
| HEICO CORP NEW COM | Stock | 11K | 50 | – |
| MACYS INC COM | Stock | 192 | 10 | – |
| ALLETE INC COM NEW | Stock | 4K | 70 | – |
| T-MOBILE US INC COM | Stock | 5K | 26 | – |
| MGM RESORTS INTERNATIONAL COM | Stock | 799 | 18 | – |
| NET LEASE OFFICE PROPERTIES COM | REIT | 73 | 3 | – |
| CISCO SYS INC COM | Stock | 2K | 34 | – |
| CAPITAL ONE FINL CORP COM | Stock | 3K | 25 | – |
| ADVANCED MICRO DEVICES INC COM | Stock | 13K | 80 | – |
| ISHARES BITCOIN TRUST REGISTERED | ETF | 9K | 260 | – |
| GLOBAL NET LEASE INC COM NEW | REIT | 4K | 534 | – |
| AT&T INC COM | Stock | 16K | 860 | – |
| SOLVENTUM CORP COM SHS | Stock | 2K | 39 | – |
| CLEAN ENERGY FUELS CORP COM | Stock | 427 | 160 | – |
| ISHARES CORE S&P 500 ETF | ETF | 51M | 92K | – |
| TEXAS PACIFIC LAND CORPORATION COM | Stock | 48K | 66 | – |
| ONEOK INC NEW COM | Stock | 13K | 155 | – |
| WELLS FARGO CO NEW COM | Stock | 7K | 118 | – |
| SALESFORCE INC COM | Stock | 771 | 3 | – |
| LOCKHEED MARTIN CORP COM | Stock | 6K | 13 | – |
| JPMORGAN CHASE & CO. COM | Stock | 2K | 11 | – |
| CHEVRON CORP NEW COM | Stock | 3K | 21 | – |
| BANK AMERICA CORP COM | Stock | 10K | 248 | – |
| WALMART INC COM | Stock | 2K | 30 | – |
| WISDOMTREE U.S. LARGECAP FUND | ETF | 288K | 5K | – |
| INTERNATIONAL BUSINESS MACHS COM | Stock | 34K | 197 | – |
| RTX CORPORATION COM | Stock | 3K | 32 | – |
| TARGET CORP COM | Stock | 3K | 20 | – |
| PFIZER INC COM | Stock | 12K | 416 | – |
| 3M CO COM | Stock | 16K | 158 | – |
| GILEAD SCIENCES INC COM | Stock | 2K | 23 | – |
| AMERICAN EXPRESS CO COM | Stock | 5K | 20 | – |
| ALLY FINL INC COM | Stock | 4K | 100 | – |
| ISHARES 20 YEAR TREASURY BOND ETF | ETF | 5K | 50 | – |
| ISHARES CORE DIVIDEND GROWTH ETF | ETF | 12M | 207K | – |
| TRIMBLE INC COM | Stock | 11K | 200 | – |
| BROOKFIELD INFRAST PARTNERS LP LP INT UNIT | Stock | 19K | 675 | – |
| CYBERARK SOFTWARE LTD SHS | Stock | 9K | 34 | – |
| ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR | ADR | 4K | 61 | – |
| PLUG POWER INC COM NEW | Stock | 699 | 300 | – |
| COMPASS MINERALS INTL INC COM | Stock | 1K | 120 | – |
| BRISTOL-MYERS SQUIBB CO COM | Stock | 7K | 167 | – |
| SHAKE SHACK INC CL A | Stock | 3K | 35 | – |
| REALTY INCOME CORP COM | REIT | 8K | 159 | – |
| ALTRIA GROUP INC COM | Stock | 10K | 227 | – |
| EXXON MOBIL CORP COM | Stock | 16K | 141 | – |
| UNITEDHEALTH GROUP INC COM | Stock | 17K | 33 | – |
| TRAVELERS COMPANIES INC COM | Stock | 14K | 69 | – |
| ARK INNOVATION ETF | ETF | 9K | 213 | – |
| DEERE & CO COM | Stock | 40K | 106 | – |
| SOUTHWEST AIRLS CO COM | Stock | 8K | 296 | – |
| KRAFT HEINZ CO COM | Stock | 9K | 285 | – |
| PAYPAL HLDGS INC COM | Stock | 3K | 50 | – |
| ISHARES CORE S&P MID-CAP ETF | ETF | 7M | 113K | – |
| INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | ETF | 66K | 5K | – |
| APPLE INC COM | Stock | 373K | 2K | – |
| DISNEY WALT CO COM | Stock | 10K | 102 | – |
| ISHARES RUSSELL 1000 ETF | ETF | 684K | 2K | – |
| ISHARES RUSSELL 1000 VALUE ETF | ETF | 67K | 383 | – |
| DOMINOS PIZZA INC COM | Stock | 4K | 8 | – |