Sunset Financial Services, Inc.
Firm details
- Headquarters
- Kansas City, Missouri
- CRD number
- 3538
- Registered since
- April 24, 1977
- Website
- sunsetfs.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Susanna Denney
Chief Operations OfficerCRD 2467520
Janice Brandt
VP, Chief Compliance OfficerCRD 3232016
Contacts
3 of 40John Louis Nogalski
Vice President, TaxCRD 8083220
Jennifer Nolan
Registered RepresentativeCRD 6277348
Sarah Burns
Registered RepresentativeCRD 2328677
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
- 3520 Broadway Blvd
- Time zone
- CT (UTC-6)
- Office locations
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