Sunset Financial Services, Inc.

Broker-DealerFINRA MemberEst. 1977
Total AUM
Advisory reps
41
Avg account
$0

Firm details

Headquarters
Kansas City, Missouri
CRD number
3538
Registered since
April 24, 1977

Firm profile

FINTRX

Overview

Sunset Financial Services, Inc. is a corporate advisory entity that has been SEC-registered since 1977. The firm is listed as owned by a domestic entity and an individual and is classified as unclassified in the snapshot data. The profile flags the firm as not acting as a capital allocator, not participating in ESG investing, not set up as a multi-state adviser, not newly formed, not serving as a pension consultant, and not identified as a related adviser. There is minimal public detail about its advisory or business activities in the source material.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Janice Brandt

    VP, Chief Compliance OfficerCRD 3232016

  • Susanna Denney

    Chief Operations OfficerCRD 2467520

Contacts

3 of 39
  • Robert Petzold

    Robert Petzold

    Registered RepresentativeCRD 3047984

  • Kelly Ullom

    OfficerCRD 1569201

  • Mark Lalli

    Mark Lalli

    Registered RepresentativeCRD 1245350

Unlock 36 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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
3520 Broadway Blvd
Time zone
CT (UTC-6)
Office locations

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