Pedro
Martinez

Insight Financial Services

CRD#2557989
Investment Advisor
in Overland Park, KS

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Pedro Martinez is a financial advisor who works in Overland Park, Kansas who has 15 years of industry experience. Martinez currently works for Insight Financial Services. Over the course of their career, they have held roles at National Planning Corporation, Insight Financial Services, Insight Insurance Partners, Ifs Advisors LLC Dba Insight Financial Services, Securities Service Network and Securities America, Inc. Martinez has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida, Kansas, Missouri and Texas. Insight Financial Services is a company operating out of Overland Park, KS. It manages $156 million in assets under management across its 980 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 980 customer accounts, 26% are associated with high-net-worth investors who have greater than $1 million in assets. Insight Financial Services offers a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors largely are based on the financial services provided. However, fees billed by Insight Financial Services can consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7101 College Blvd. Suite 1501
Overland Park, KS 66210

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Insight Financial Services Brokerage Details

Total Assets Under Management

$156,202,209

KS Average: $2,243,162,756
Total Number of Employees

7

KS Average: 44
Total Number of Accounts

980

KS Average: 4,091
Average Account Size

$159,390

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Pedro Martinez Work History

Pedro has been registered as a financial advisor for 15 years.*

2008 - Present (16 years)

Ifs Advisors LLC Dba Insight Financial Services

2006 - Present (18 years)

Insight Financial Services

2006 - Present (18 years)

Insight Insurance Partners

2020 - 2020 (< 1 year)

Securities America, Inc

2017 - 2020 (3 years)

Securities Service Network

2006 - 2017 (11 years)

National Planning Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Pedro Martinez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Insight Financial Services

Jayne Sikyta
Lee'S Summit, MO
Gregory Keal
Overland Park, KS
Pedro Martinez
Overland Park, KS
Lawrence Broxterman
Overland Park, KS

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started