Sunset Financial Services, Inc.

Broker-DealerFINRA MemberEst. 1977
Total AUM
Advisory reps
42
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 organized as a corporation and has been registered with the SEC since 1977. Public records identify the ownership as a combination of a domestic entity and an individual, and the firm is listed as "unclassified" in the available registry data. The profile in FINTRX provides only high-level registry flags: the firm is not identified as a capital allocator, is not marked as an active ESG investor, is not designated a pension consultant, and is not recorded as a related adviser or a newly formed adviser. The firm has provided very limited disclosure about its advisory activities, client segments, fee arrangements, or investment approach in the material supplied. Because those elements are not described, there is no basis in the record for assessing its investment process, product lineup, or target client profiles.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Susanna Denney

    Chief Operations OfficerCRD 2467520

  • Janice Brandt

    VP, Chief Compliance OfficerCRD 3232016

Contacts

3 of 40
  • John Louis Nogalski

    Vice President, TaxCRD 8083220

  • Jennifer Nolan

    Registered RepresentativeCRD 6277348

  • Sarah Burns

    Registered RepresentativeCRD 2328677

Unlock 37 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth