Kelly L. Stephenson

INSIGHT FINANCIAL SERVICES

Overland Park, KS 66210

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CRD#: 4190039

Professional summary

Kelly Lynn Stephenson, who also goes by Kelly Lynn Rader, Kelly Stephenson, is a registered financial advisor currently at INSIGHT FINANCIAL SERVICES located in Overland Park, Kansas.

Kelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Kelly has worked at 7 firms and has passed the Series 65, Series 66, Series 7TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kelly Lynn Rader | Kelly Stephenson

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 FINANCIAL SERVICES LLC - YES - 7101 COLLEGE BLVD STE 740 OVERLAND PARK KS 66210 - DBA NAME IS USED FOR IFS ADVISORS LLC ADVISORY BUSINESS - OPERATIONS MANAGER - TRANSITIONING OF ACCOUNTS & SERVICING OF ACCOUNT RELATED REQUESTS; WORKING WITH ADVISORS, DESIGNING MANY OF THE PROCEDURES USED IN OFFICE - 08/14/2009 - 40/40 HRS WEEK 2.Girl Scouts - NO - Troop leader - 5800 W 107th St, Overland Park, KS 66207, 9/2016, 1 hour a month, Organizing meetings and learning activities. 3. Notary Public-Self-employed, Notary Public, Notarizing documents, 7101 College Blvd, Overland Park, KS 66210, Less than one hour per month, not securities related, start 2009.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Lynn Stephenson'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

October 13, 2023 - 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 31, 2017 - September 18, 2020

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

Overland Park, KS

Past

August 14, 2009 - November 3, 2017

NATIONAL PLANNING CORPORATION

CRD#: 29604

OVERLAND, KS

Past

January 2, 2008 - July 14, 2008

PRAIRIE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 145542

KANSAS CITY, MO

Past

January 26, 2006 - December 31, 2007

PRAIRIE CAPITAL MANAGEMENT INC

RIA

CRD#: 106353

KANSAS CITY, MO

Past

January 14, 2002 - July 14, 2008

GEORGE K. BAUM & COMPANY

CRD#: 36354

KANSAS CITY, MO

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
(10/13/2023)

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

IAR

Series 65

Date: 10/13/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 7/12/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 2/25/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/11/2002

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/25/2024

General Securities Principal 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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Advisor Monitoring

Firm Stability Insights

Kelly L. Stephenson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Lynn Stephenson's CRS (Customer Relationship Summary).

Certified licenses

Experience

SECURITIES AMERICA, INC.

SECURITIES SERVICE NETWORK, LLC

NATIONAL PLANNING CORPORATION

PRAIRIE CAPITAL MANAGEMENT, LLC

PRAIRIE CAPITAL MANAGEMENT INC

GEORGE K. BAUM & COMPANY

Primary Firm SEC Registration

INSIGHT FINANCIAL SERVICES

State Registrations and Notice Filings

Exams

Series 65

Date: 10/13/2023

Series 66

Date: 7/12/2002

Series 7TO

Date: 2/25/2024

SIE

Date: 10/1/2018

Series 7

Date: 1/11/2002

Series 24

Date: 2/25/2024

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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