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 organized as a corporation and has been registered with the SEC since 1970. FINTRX classifies ownership as a mix of a domestic entity and an individual and lists the firm’s classification as unclassified. The data indicate the firm is not a capital allocator and is not flagged as an active ESG investor. FINTRX also records that the adviser is not a multi-state adviser, was not newly formed, and is not identified as a pension consultant or a related adviser. Publicly disclosed detail on the firm’s advisory focus, client segments, fee schedules, and specific business activities is limited in the FINTRX record, which constrains visibility into how the firm positions client services or its investment approach.
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 148CRAIG 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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