Sunset Financial Services, Inc.
Firm details
- Headquarters
- Kansas City, Missouri
- CRD number
- 3538
- Registered since
- April 24, 1977
- Website
- sunsetfs.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Janice Brandt
VP, Chief Compliance OfficerCRD 3232016
Susanna Denney
Chief Operations OfficerCRD 2467520
Contacts
3 of 37
Robert Petzold
Registered RepresentativeCRD 3047984
Kelly Ullom
OfficerCRD 1569201
Mark Lalli
Registered RepresentativeCRD 1245350
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
- 3520 Broadway Blvd
- Time zone
- CT (UTC-6)
- Office locations
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