Gregory Joseph Keal

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

• 11/2007 → 10/2017
  National Planning Corporation
  Overland, KS
• 11/2007 → 12/2025
  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
• 11/2007 → 12/2025
  Insight Insurance Partners
  Overland Park, KS
• 10/2008 → Present
  Ifs Advisors Llc Dba Insight Financial Services
  Overland Park, KS

Previous Registrations

• 2007-12-07 → 2017-11-03
  National Planning Corporation
  Overland, KS
• 2005-06-21 → 2007-12-10
  Park Avenue Securities Llc
  Overland Park, KS
  Overland Park, KS
• 2003-11-10 → 2005-06-06
  Creative Planning
  Overland Park, KS
• 1997-09-16 → 2004-04-08
  New England Securities
  Overland Park, KS

Other Businesses

1. Notary Public, 7101 COLLEGE BLVD, OVERLAND PARK, KS 66210, 1 hour per month, not securities related, start 9/7/2021 2. SELF EMPLOYED INDEPENDENT INSURANCE AGENT, 7101 COLLEGE BLVD, OVERLAND PARK, KS 66210, NOT INVESTMENT RELATED, START DATE 1/1/2026, 3 HRS DURING TRADING 3. PLAN HORIZONS LLC, 13110 W. 136th STREET, BDLG 11, APT 104, OVERLAND PARK, KS 66221, NOT INVESTMENT RELATED, START DATE 6/23/2025, PERSONAL ACCOUNTING PURPOSES, WORK 1 HOUR A MONTH, 1 HOUR DURING TRADING 4. VOLUNTEER FOR CENTER FOR RECORDED MUSIC - 5817 HARRISON ST, KANSAS CITY, MO 64110 - 12/30/25 START DATE - 20 HRS/MO, 1 HOUR DURING TRADING

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-05-22

Other Names

• Greg J Keal