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Pedro Antonio Martinez

Insight Financial Services

Overland Park, KS

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Current Employers
Insight Financial Services

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2024-01-05
FL RA APPROVED 2022-07-19
TX RA APPROVED 2009-10-13
KS RA APPROVED 2008-10-21
MO RA APPROVED 2008-09-29
  • NE RA
    APPROVED
    Since 2024-01-05
  • FL RA
    APPROVED
    Since 2022-07-19
  • TX RA
    APPROVED
    Since 2009-10-13
  • KS RA
    APPROVED
    Since 2008-10-21
  • MO RA
    APPROVED
    Since 2008-09-29

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
National Planning Corporation Overland Park KS 04/2006 10/2017
Insight Financial Services Overland Park KS 04/2006 12/2025
Insight Insurance Partners Overland Park KS 03/2006 12/2025
Ifs Advisors Llc Dba Insight Financial Services Overland Park KS 06/2008 Present
Securities Service Network Overland Park KS 10/2017 09/2020
Securities America, Inc. Overland Park KS 09/2020 11/2020
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-03-29
S63 Uniform Securities Agent State Law Examination 1995-03-10
  • S65 Uniform Investment Adviser Law Examination
    2006-03-29
  • S63 Uniform Securities Agent State Law Examination
    1995-03-10
Other Names
  • Pete Martinez

View on SEC IAPD

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MARINER · OVERLAND PARK, KS
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MARINER · OVERLAND PARK,, KS
PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
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AMERIPRISE FINANCIAL SERVICES, LLC · Overland Park, KS

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