Pedro Antonio Martinez

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2006 → 10/2017
  National Planning Corporation
  Overland Park, KS
• 04/2006 → 12/2025
  Insight Financial Services
  Overland Park, KS
• 03/2006 → 12/2025
  Insight Insurance Partners
  Overland Park, KS
• 06/2008 → Present
  Ifs Advisors Llc Dba Insight Financial Services
  Overland Park, KS
• 10/2017 → 09/2020
  Securities Service Network
  Overland Park, KS
• 09/2020 → 11/2020
  Securities America, Inc.
  Overland Park, KS

Previous Registrations

• 2006-04-13 → 2017-11-13
  National Planning Corporation
  Los Angeles, CA
  Overland, KS
  Las Vegas, NV
• 2006-05-12 → 2006-10-18
  Glidepath Advisors
  Olathe, KS
• 2002-02-08 → 2006-04-13
  New England Securities
  Overland Park, KS
• 1995-12-06 → 2003-03-27
  Creative Planning
  Overland Park, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-03-29
• S63 Uniform Securities Agent State Law Examination
  1995-03-10

Other Names

• Pete Martinez