Kelly Stephenson is a registered investment advisor at Insight Financial Services, based in Overland Park, KS, with 20 years of industry experience. Kelly 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kelly is an operations manager at Insight Financial Services LLC, spending full-time hours transitioning accounts, servicing requests, working with advisors, and designing office procedures. She also dedicates minimal time as a troop leader for the Girl Scouts and as a self-employed notary public.
Employment History
Current Registrations
Insight Financial Services
Previous Registrations
Securities America, INC.Broker
Securities Service Network, LLCBroker
National Planning CorporationBroker
Prairie Capital Management, LLC
Prairie Capital Management INC
George K. Baum & CompanyBroker
State Registrations1 state
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.