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 a corporation that has been SEC-registered since 1970. Ownership is listed as a combination of a domestic entity and an individual. The firm’s public profile is sparse: it is classified as "Unclassified" in the snapshot data and does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The data set does not include details on client segments, fee schedules, advisory services, or specific business activities. That absence of disclosure suggests limited public-facing advisory reporting; any deeper assessment of the firm’s strategies, client focus, or product shelf will require direct inquiry or access to proprietary filings.
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 12David Ballard
Independent ContractorCRD 1077891
Kevin Brown
Independent ContractorCRD 1081159
Diane Jorgenson
Independent ContractorCRD 2066849
Contacts
3 of 146Craig Brumagin
OwnerCRD 720342
Christopher Pierce
Registered RepresentativeCRD 6459621

Keith Heidbreder
Registered RepresentativeCRD 6078311
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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