Sunset Financial Services, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
39
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 with ownership listed as a combination of a domestic entity and an individual. Publicly available entries classify the firm as "unclassified" and provide minimal detail about its advisory offerings, fee schedules, or client segments. The firm is not identified as a capital allocator, does not pursue active ESG investing, is not a pension consultant, and is not flagged as a related adviser or a newly formed adviser. It is also recorded as not being a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Janice Brandt

    VP, Chief Compliance OfficerCRD 3232016

  • Susanna Denney

    Chief Operations OfficerCRD 2467520

Contacts

3 of 37
  • Robert Petzold

    Robert Petzold

    Registered RepresentativeCRD 3047984

  • Kelly Ullom

    OfficerCRD 1569201

  • Mark Lalli

    Mark Lalli

    Registered RepresentativeCRD 1245350

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

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