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Pedro A. Martinez

INSIGHT FINANCIAL SERVICES
OVERLAND PARK, KS 66210
Some features on this profile are disabled
CRD#: 2557989
PM

Professional summary

Pedro Antonio Martinez, who also goes by Pete Martinez, is a registered financial advisor currently at INSIGHT FINANCIAL SERVICES located in Overland Park, Kansas.

Pedro is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Pedro has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Pete Martinez

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Pedro Antonio Martinez'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

September 29, 2008 - 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.

BD
CRD#: 10205
Overland Park, KS
Past

October 30, 2017 - September 18, 2020

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
KNOXVILLE, TN
Past

May 12, 2006 - October 18, 2006

PENUMBRA ADVISORS, LLC

RIA
CRD#: 139621
OLATHE, KS
Past

April 13, 2006 - November 13, 2017

NATIONAL PLANNING CORPORATION

RIA
CRD#: 29604
OVERLAND, KS
Past

April 10, 2006 - November 13, 2017

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
OVERLAND, KS
Past

February 8, 2002 - April 13, 2006

NEW ENGLAND SECURITIES

RIA
CRD#: 615
OVERLAND PARK, KS
Past

December 6, 1995 - March 27, 2003

CREATIVE PLANNING

RIA
CRD#: 105348
OVERLAND PARK, KS
Past

January 12, 1995 - April 13, 2006

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY

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".
IF
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)

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
Florida
(7/19/2022)
IAR
Kansas
(10/21/2008)
IAR
Missouri
(9/29/2008)
IAR
Nebraska
(1/5/2024)
IAR
Texas
(10/13/2009)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/29/2006
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/10/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/11/1995
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/24/2003
General Securities Principal Examination

Current Firm

IF
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)
PREMIUM
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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
8

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INSIGHT FINANCIAL SERVICES (1/16/2026)

Regulatory assets under management

Total Number of Accounts905
AUM (Assets Under Management)$ 213,822,204

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.

Company Information

INSIGHT FINANCIAL SERVICES

CRD#: 147518Overland Park, KS 66210

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Contact information

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