Gregory J. Keal

INSIGHT FINANCIAL SERVICES

Overland Park, KS 66210

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CRD#: 1304375

Professional summary

Gregory Joseph Keal, who also goes by Greg J Keal, is a registered financial advisor currently at INSIGHT FINANCIAL SERVICES located in Overland Park, Kansas.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Gregory has worked at 8 firms and has passed the Series 63, Series 6TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Greg J Keal

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. INSIGHT INSURANCE PARTNERS, LLC 7101 COLLEGE BLVD, OVERLAND PARK KS 66210 PRESIDENT - 12/4/2007 START DATE - NIR - President of Fixed Insurance - Fixed Insurance Sales and Service - 3hrs/mo trading 2. Notary Public, 7101 COLLEGE BLVD, OVERLAND PARK, KS 66210, 1 hour per month, not securities related, start 9/7/2021 3. INSIGHT FINANCIAL SERVICES LLC, 7101 COLLEGE BLVD, OVERLAND PARK, KS 66210 - INVESTMENT RELATED - 12/4/2007 START DATE - DIRECTOR OF PLANNING SERVICES - PREPARING FINANCIAL PLANS FOR CLIENTS AND COMPLETING RELATED SERVICE WORK - 160/160 HRS PER MONTH 4. 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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Joseph Keal's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 13, 2009 - Present

INSIGHT FINANCIAL SERVICES

Office #1: 7101 College Blvd. Suite 740, Overland Park, KS 66210

RIA

CRD#: 147518

Overland Park, KS

Past

September 18, 2020 - November 2, 2020

SECURITIES AMERICA, INC.

CRD#: 10205

Overland Park, KS

Past

October 30, 2017 - September 18, 2020

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

Overland Park, KS

Past

December 7, 2007 - November 3, 2017

NATIONAL PLANNING CORPORATION

RIA

CRD#: 29604

OVERLAND, KS

Past

December 3, 2007 - November 3, 2017

NATIONAL PLANNING CORPORATION

CRD#: 29604

OVERLAND, KS

Past

June 21, 2005 - December 10, 2007

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

OVERLAND PARK, KS

Past

June 8, 2005 - December 10, 2007

PARK AVENUE SECURITIES LLC

CRD#: 46173

OVERLAND PARK, KS

Past

November 10, 2003 - June 6, 2005

CREATIVE PLANNING

RIA

CRD#: 105348

OVERLAND PARK, KS

Past

September 16, 1997 - April 8, 2004

NEW ENGLAND SECURITIES

RIA

CRD#: 615

OVERLAND PARK, KS

Past

January 22, 1992 - April 8, 2004

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

December 17, 1984 - January 9, 1992

MONARCH SECURITIES, INC.

CRD#: 2809

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INSIGHT FINANCIAL SERVICES

IFS ADVISORS, LLC | INSIGHT FINANCIAL SERVICES

CRD#: 147518 / SEC#: 801-111935

RIA

Registered Investment Advisory firm - (10/26/2017 Approved)

Kansas

Registered Investment Advisory firm - (10/31/2017 Terminated)

Louisiana

Registered Investment Advisory firm - (11/1/2017 Terminated)

Missouri

Registered Investment Advisory firm - (10/31/2017 Terminated)

Texas

Registered Investment Advisory firm - (10/31/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kansas
(3/13/2009)

IAR

Texas
(10/16/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 5/22/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 3/27/2024

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/14/1984

Investment Company Products/Variable Contracts Representative Examination

Current Firm

INSIGHT FINANCIAL SERVICES

IFS ADVISORS, LLC | INSIGHT FINANCIAL SERVICES

CRD#: 147518 / SEC#: 801-111935

RIA

Registered Investment Advisory firm - (10/26/2017 Approved)

Kansas

Registered Investment Advisory firm - (10/31/2017 Terminated)

Louisiana

Registered Investment Advisory firm - (11/1/2017 Terminated)

Missouri

Registered Investment Advisory firm - (10/31/2017 Terminated)

Texas

Registered Investment Advisory firm - (10/31/2017 Terminated)

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Contact information

Main Address

7101 College Blvd. Suite 740, Overland Park, KS 66210

Mailing Address

Phone number

(913) 402-2020

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INSIGHT FINANCIAL SERVICES (2/21/2025)

Regulatory assets under management

Total Number of Accounts	894
AUM (Assets Under Management)	$ 197,471,988

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Gregory J. Keal

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Joseph Keal's CRS (Customer Relationship Summary).

Certified licenses

Experience

SECURITIES AMERICA, INC.

SECURITIES SERVICE NETWORK, LLC

NATIONAL PLANNING CORPORATION

NATIONAL PLANNING CORPORATION

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

CREATIVE PLANNING

NEW ENGLAND SECURITIES

NEW ENGLAND SECURITIES

MONARCH SECURITIES, INC.

Primary Firm SEC Registration

INSIGHT FINANCIAL SERVICES

State Registrations and Notice Filings

Exams

Series 63

Date: 5/22/1987

Series 6TO

Date: 3/27/2024

SIE

Date: 10/1/2018

Series 6

Date: 12/14/1984

Current Firm

INSIGHT FINANCIAL SERVICES

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INSIGHT FINANCIAL SERVICES

TRUST BUT VERIFY

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