Gregory Keal
Gregory Keal is a registered investment advisor at Insight Financial Services, based in Overland Park, KS, with 41 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 444 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Location
7101 College Blvd., Suite 740, Overland Park, KS, 66210
Get directionsHistory
Regulatory History (1)
Financial
March 2017Other Business ActivitiesSells Insurance
Gregory is the President of Insight Insurance Partners, LLC, focusing on fixed insurance sales and service, dedicating minimal time. He is also the Director of Planning Services at Insight Financial Services LLC, spending nearly full-time preparing financial plans for clients.
Employment History
Current Registrations
Insight Financial Services
Previous Registrations
Securities America, INC.Broker
Securities Service Network, LLCBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Creative Planning
New England Securities Corporation
New England SecuritiesBroker
Monarch Securities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.