N.I.S. Financial Services, Inc.
Firm details
- Headquarters
- Kansas City, Missouri
- CRD number
- 5361
- Registered since
- August 8, 1970
Firm profile
FINTRXOverview
N.I.S. Financial Services, Inc. is organized as a corporation and has been SEC-registered since 1970. Ownership is described as a combination of a domestic entity and an individual. The firm's public profile classifies it as “unclassified” and indicates it does not operate as a capital allocator. Regulatory and activity flags reported for the firm are minimal: it is not identified as an active ESG investor, not a multistate adviser, not a newly formed adviser, not a pension consultant, and not listed as a related adviser. The available disclosures do not detail the firm’s advisory services, fee schedule, target client types, or investment preferences.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 12Russell Clark
Independent ContractorCRD 704892
Larry Ratashak
Independent ContractorCRD 707013
Kevin Brown
Independent ContractorCRD 1081159
Contacts
3 of 140
Curtis Calvert
Senior Compliance SpecialistCRD 2415786
Thomas Brandt
RepresentativeCRD 28956
Dale Depping
RepresentativeCRD 65778
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Kansas City, MO
Jackson
Location
Kansas City, MO
Headquartered in Kansas City, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Jackson
- Address
- 333 W 11th St
- Time zone
- CT (UTC-6)
- Office locations
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