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7101 College Blvd. Suite 740, Overland Park, KS 66210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-07-01 |
| MO | RA | APPROVED | 2026-07-01 |
| TX | RA | APPROVED | 2026-07-01 |
Branch Locations
7101 College Blvd. Suite 740, Overland Park, KS 66210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 05/2012 | 07/2026 |
| Trinity Planning Group | Overland Park | KS | 05/2012 | 01/2017 |
| Infinitas | Overland Park | KS | 01/2017 | 07/2026 |
| Ifs Advisors, Llc Dba Insight Financial Services | Overland Park | KS | 01/2026 | Present |
| Ifs Advisors, Llc Dba Insight Financial Services | Overland Park | KS | 07/2026 | Present |
1. Owner, Pacer Financial, LLC; pass through entity for accounting purposes; start date 12/26/2012. Pacer Financial LLC is a licensed insurance agency and owns the filing RIA firm (IFS Advisors, LLC). 3 hours per month. Conducted at RIA firm location. Not investment related. 2. Insurance agent, Self-employed; Fixed insurance sales and service; start date 01/01/2004. 8 hours per month. Conducted at RIA firm location. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-28 |
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