# Insight Financial Services

Insight Financial Services is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** insightfinancial.info
- **LinkedIn:** https://www.linkedin.com/company/insight-financial-services

## Regulatory record

- **CRD number:** 147518
- **SEC file number:** 801-111935
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/147518

## About

INSIGHT FINANCIAL SERVICES is an SEC-registered investment adviser in OVERLAND PARK, KS, registered since 2017. The firm manages approximately $214 million in regulatory assets. It has 11 employees and 6 investment advisers.

## Questions

### Who leads Insight Financial Services?

No named principals or leadership team members are publicly associated with Insight Financial Services. The firm has not disclosed a CEO, CIO, or managing partner in any accessible registry, professional network profile, or media report.

### Where is Insight Financial Services headquartered?

No headquarters location or office address is publicly available. The firm has not filed entity-formation documents in a manner that is readily searchable in major commercial registries, making its jurisdiction of domicile or operation unverifiable.

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- [Gerson Wealth Management](https://altss.com/profile/gerson-wealth-management-llc)
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Last updated: 2026-07-11T07:59:30.000Z

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