Firm profile

INSIGHT FINANCIAL SERVICES

OVERLAND PARK, KSCRD 147518Latest ADV January 16, 2026

INSIGHT FINANCIAL SERVICES is a limited liability company based in OVERLAND PARK, KS.

Assets Under Management
$214M
Employees
8
Offices
--
Total Clients
444
Primary office
OVERLAND PARK, KS
7101 COLLEGE BLVD., SUITE 740, OVERLAND PARK, KS, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEODavid G. Pacer
CCOLawrence W. Broxterman

Advisory services offered

5 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges

Client Coverage Demographics

Top client segmentIndividuals represent 70.7% of total clients.
Top client categories% of clientsClients
1
Individuals
70.7%
314
2
HNWI
29.3%
130

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$214Mas of January 16, 2026
Discretionary100.0%
$214M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$214M
Total Accounts905
10Y AUM Change+$110M (+105.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees8
Clients per Employee56:1
10Y Employee Change+1 (+14.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.