David Gregory Pacer
CFP®Professional Summary
David Gregory Pacer, CFP®, who also goes by Dave Pacer, is a registered financial advisor currently at INSIGHT FINANCIAL SERVICES located in Overland Park, Kansas. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. David has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
David Gregory Pacer, Dave Pacer
Similar Advisors
LPL FINANCIAL LLC
WORLD INVESTMENT ADVISORS, LLC
OSAIC WEALTH, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
LPL FINANCIAL LLC
WORLD INVESTMENT ADVISORS, LLC
OSAIC WEALTH, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
LPL FINANCIAL LLC
WORLD INVESTMENT ADVISORS, LLC
OSAIC WEALTH, INC.
Disclosures on record.
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.
Similar Advisors
LPL FINANCIAL LLC
WORLD INVESTMENT ADVISORS, LLC
OSAIC WEALTH, INC.
Credentials
Years of Experience
26 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
LPL FINANCIAL LLC
WORLD INVESTMENT ADVISORS, LLC
OSAIC WEALTH, INC.
Current Firm
IFS ADVISORS, LLC | INSIGHT FINANCIAL SERVICES
Contact Information
Main Address
7101 College Blvd. Suite 740, Overland Park, KS 66210Phone Number
(913) 402-2020# of Employees
11SEC notice filing (14 States and Territories)
Registered to provide investment advisory services in 14 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
905AUM (Assets Under Management)
$213,822,204Similar Advisors
LPL FINANCIAL LLC
WORLD INVESTMENT ADVISORS, LLC
OSAIC WEALTH, INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
LPL FINANCIAL LLC
WORLD INVESTMENT ADVISORS, LLC
OSAIC WEALTH, INC.
Primary Firm SEC Registration
IFS ADVISORS, LLC | INSIGHT FINANCIAL SERVICES
State Registrations and Notice Filings
(7/1/2026)
(7/1/2026)
(7/1/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
LPL FINANCIAL LLC
WORLD INVESTMENT ADVISORS, LLC
OSAIC WEALTH, INC.
CRS (Client Relationship Summary) - RIA
Click below to view David Gregory Pacer's CRS (Customer Relationship Summary).
Similar Advisors
LPL FINANCIAL LLC
WORLD INVESTMENT ADVISORS, LLC
OSAIC WEALTH, INC.