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 and has been SEC-registered since 1977, indicating a long-established registration history. The firm’s ownership is recorded as a combination of a domestic entity and an individual. In the FINTRX snapshot the firm is listed as “unclassified” rather than being placed into a standard advisory category. It does not identify as a capital allocator, is not active on ESG investing, and is not listed as a multi-state adviser. The profile also indicates the firm is not a pension consultant, not newly formed, and has no related adviser relationships recorded.
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
2 of 2Janice Brandt
VP, Chief Compliance OfficerCRD 3232016
Susanna Denney
Chief Operations OfficerCRD 2467520
Contacts
3 of 39
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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