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 incorporated and has been SEC-registered since 1970. The firm is listed as owned by a domestic entity and an individual and is classified in the dataset as unclassified. Available records indicate the firm does not act as a capital allocator and is not identified as an active ESG investor. It is not flagged as a multi-state or newly formed adviser, and it does not identify itself as a pension consultant or a related adviser. The firm provided minimal public disclosures about its business model, client focus, advisory activities, fee structures, or investment preferences in the source data. That lack of detail limits the ability to infer typical client profiles, portfolio construction approach, or strategy specialization from these records.
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 141Craig 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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