SUNSET FINANCIAL SERVICES, INC.

Broker-DealerFINRA MemberEst. 1977
Total AUM
Advisory reps
41
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 registered as a corporate advisory entity and is recorded as having SEC registration dating back to 1977. FINTRX lists the firm's ownership as a combination of a domestic entity and an individual and classifies the firm as "Unclassified." The snapshot data indicates a limited public profile: the firm is not identified as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. It is also not categorized as a pension consultant or a related adviser, and it is not described as a newly formed adviser. FINTRX does not provide further detail on the firm's advisory services, fee structure, or client segments.

Assets & Accounts

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
  • SUSANNA DENNEY

    Chief Operations OfficerCRD 2467520

  • JANICE BRANDT

    VP, Chief Compliance OfficerCRD 3232016

Contacts

3 of 39
  • JOHN LOUIS NOGALSKI

    Vice President, TaxCRD 8083220

  • JENNIFER NOLAN

    Registered RepresentativeCRD 6277348

  • SARAH BURNS

    Registered RepresentativeCRD 2328677

Unlock 36 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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