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 a corporate advisory entity that has been SEC-registered since 1977. The firm is listed as owned by a domestic entity and an individual and is classified as unclassified in the snapshot data. The profile flags the firm as not acting as a capital allocator, not participating in ESG investing, not set up as a multi-state adviser, not newly formed, not serving as a pension consultant, and not identified as a related adviser. There is minimal public detail about its advisory or business activities in the source material.
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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