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 has been registered with the SEC since 1977. Ownership is recorded as a combination of a domestic entity and an individual. The firm is categorized as unclassified in the provided dataset and is not identified as a capital allocator. It does not report itself as an active ESG investor, is not listed as a multi-state adviser, and is not flagged as a pension consultant or a related adviser.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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