Lawrence Broxterman
Lawrence Broxterman is a registered investment advisor at Insight Financial Services, based in Overland Park, KS, with 25 years of industry experience. Lawrence 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
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 ActivitiesSells Insurance
Lawrence is an insurance agent for Insight Insurance Partners, LLC, focusing on fixed insurance sales and service, dedicating minimal time. He also serves as Director of Trading for Insight Financial Services, LLC, managing firm trading strategies for client portfolios on a full-time basis.
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
New England SecuritiesBroker
New England Securities Corporation
New England Securities Corporation
New England SecuritiesBroker
State Registrations3 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.