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Neal Mihir Gudiseva

Insight Financial Services

Overland Park, KS

CRD 7274363

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Employer firm

Insight Financial Services CRD 147518

$214M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Insight Financial Services

7101 College Blvd. Suite 740, Overland Park, KS 66210 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-10
KS RA APPROVED 2026-07-01
  • TX RA
    APPROVED
    Since 2026-07-10
  • KS RA
    APPROVED
    Since 2026-07-01

Branch Locations

7101 College Blvd. Suite 740, Overland Park, KS 66210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
University Of Nebraska Lincoln NE 08/2016 05/2020
Unemployed Sioux Falls SD 05/2020 07/2020
Unemployed Sioux Falls SD 10/2020 12/2020
Raymond James Financial Services, Inc. Lawrence KS 12/2020 06/2023
Rademacher Financial, Inc. Lawrence KS 02/2021 11/2023
Td Ameritrade Omaha NE 07/2020 10/2020
Commonwealth Financial Network Waltham MA 05/2024 07/2026
Infinitas Overland Park KS 05/2024 07/2026
Unemployed Overland Park KS 12/2023 05/2024
Ifs Advisors, Llc Overland Park KS 07/2026 Present
  • 08/2016 → 05/2020
    University Of Nebraska
    Lincoln, NE
  • 05/2020 → 07/2020
    Unemployed
    Sioux Falls, SD
  • 10/2020 → 12/2020
    Unemployed
    Sioux Falls, SD
  • 12/2020 → 06/2023
    Raymond James Financial Services, Inc.
    Lawrence, KS
  • 02/2021 → 11/2023
    Lawrence, KS
  • 07/2020 → 10/2020
    Td Ameritrade
    Omaha, NE
  • 05/2024 → 07/2026
    Waltham, MA
  • 05/2024 → 07/2026
    Infinitas
    Overland Park, KS
  • 12/2023 → 05/2024
    Unemployed
    Overland Park, KS
  • 07/2026 → Present
    Ifs Advisors, Llc
    Overland Park, KS
Previous Registrations
Other Businesses

1. Fixed insurance agent, sales and service of fixed insurance products, less than 5% time spent during business hours; conducted at firm location; investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-01
S63 Uniform Securities Agent State Law Examination 2020-10-27
  • S65 Uniform Investment Adviser Law Examination
    2021-02-01
  • S63 Uniform Securities Agent State Law Examination
    2020-10-27
Designations
  • Certified Financial Planner
Other Names
  • Neal Mihir Gudiseva
  • Neal Gudiseva

View on SEC IAPD

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