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 appears in regulatory records going back to 1977. Ownership is listed as a combination of a domestic entity and an individual. The firm's regulatory classification in the source is recorded as unclassified. The dataset flags several negative attributes: it is not identified as a capital allocator, not an active ESG investor, not a multistate adviser, not newly formed, not a pension consultant, and not a related adviser. The provided record does not include descriptions of client segments, fee schedules, advisory services, or investment strategy. That absence limits visibility into how the firm positions itself in the wealth management market or the types of clients it targets.

Assets & Accounts

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

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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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth