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Current Employers
Insight Financial Services

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

Current Registrations

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

Branch Locations

Blue Springs, MO • United States

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
Drake & Associates, Llc Wauwatosa WI 08/2016 06/2019
Advisor Edge Wauwatosa WI 01/2018 06/2019
Commonwealth Financial Network Waltham MA 07/2019 01/2022
Commonwealth Financial Network Waltham MA 01/2022 07/2026
Infinitas Overland Park KS 01/2022 07/2026
Ifs Advisors, Llc Overland Park KS 07/2026 Present
  • 08/2016 → 06/2019
    Drake & Associates, Llc
    Wauwatosa, WI
  • 01/2018 → 06/2019
    Advisor Edge
    Wauwatosa, WI
  • 07/2019 → 01/2022
    Waltham, MA
  • 01/2022 → 07/2026
    Waltham, MA
  • 01/2022 → 07/2026
    Infinitas
    Overland Park, KS
  • 07/2026 → Present
    Ifs Advisors, Llc
    Overland Park, KS
Previous Registrations
Other Businesses

1. Fixed insurance agent, Self- Employed, sales and service of fixed insurance products, Not investment related; 1 hour per month during business hours; Conducted at firm location, start date 01/01/2023. 2. Owner, BEW Financial, LLC; pass through entity for accounting purposes; Not investment related; 3 hours per month during business hours; Located in Blue Springs, MO; start date 02/16/2024.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-23
  • S66 Uniform Combined State Law Examination
    2021-04-23
Other Names
  • Blake Workman

View on SEC IAPD

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