Joshua B. Wright

INSIGHT INVESTMENT ADVISERS LLC

Leawood, KS 66211

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CRD#: 4664392

Professional summary

Joshua Bryan Wright is a registered financial advisor currently at INSIGHT INVESTMENT ADVISERS LLC located in Leawood, Kansas.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Joshua has worked at 7 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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. Complete Care Chiropractic; not investment related; 1511 W. Highway 24, Wamego, KS 66547; consulting services for accounting, marketing and business management; began May 2011; 20 hours per month, none during trading hours; accounting and consulting only for Complete Care Chiropractic. 2. Licensed independent insurance agent. 3. JW Real Estate, LLC; a personal real estate investment holding company established in 2021 and based on Overland Park, KS. Activity generally represents less than 5 hour per month outside of trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Bryan Wright's 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

February 24, 2017 - Present

INSIGHT INVESTMENT ADVISERS LLC

Office #1: 5251 W 116th Place, Suite 200, Leawood, KS 66211

RIA

CRD#: 286497

Leawood, KS

Past

September 11, 2012 - January 20, 2017

WORLD CLASS UNLIMITED, INC.

RIA

CRD#: 164706

LEAWOOD, KS

Past

September 21, 2007 - October 1, 2012

VSR FINANCIAL SERVICES, INC.

RIA

CRD#: 14503

LEAWOOD, KS

Past

September 21, 2007 - October 1, 2012

VSR FINANCIAL SERVICES, INC.

CRD#: 14503

LEAWOOD, KS

Past

July 5, 2006 - October 19, 2007

SYMPHONIC SECURITIES LLC

CRD#: 139512

LEAWOOD, KS

Past

November 9, 2005 - October 19, 2007

SYMPHONIC FINANCIAL ADVISORS LLC

RIA

CRD#: 135603

LEAWOOD, KS

Past

November 9, 2005 - October 19, 2007

CNR SECURITIES, LLC

CRD#: 18466

LEAWOOD, KS

Past

August 6, 2003 - November 21, 2005

WADDELL & REED

RIA

CRD#: 866

OVERLAND PARK, KS

Past

June 12, 2003 - November 21, 2005

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

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

Arizona
(11/19/2018)

IAR

California
(9/10/2018)

IAR

Kansas
(2/24/2017)

IAR

Missouri
(10/23/2018)

IAR

Texas
(8/7/2018)

IAR

Wisconsin
(7/19/2018)

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

IAR

Series 65

Date: 2/6/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 7/2/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 6/10/2003

General Securities Representative Examination

Current Firm

INSIGHT INVESTMENT ADVISERS LLC

CRD#: 286497 / SEC#:

Arizona

Registered Investment Advisory firm - (11/19/2018 Approved)

California

Registered Investment Advisory firm - (9/10/2018 Approved)

Kansas

Registered Investment Advisory firm - (2/24/2017 Approved)

Louisiana

Registered Investment Advisory firm - (12/5/2024 Terminated)

Missouri

Registered Investment Advisory firm - (10/23/2018 Approved)

Texas

Registered Investment Advisory firm - (8/6/2018 Conditional Restricted)

Wisconsin

Registered Investment Advisory firm - (7/18/2018 Approved)

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).

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Contact information

Main Address

5251 W 116th Place, Suite 200, Leawood, KS 66211

Mailing Address

Phone number

(913) 800-0954

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	532
AUM (Assets Under Management)	$ 54,825,815

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

Joshua B. Wright

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Bryan Wright's CRS (Customer Relationship Summary).

Certified licenses

Experience

WORLD CLASS UNLIMITED, INC.

VSR FINANCIAL SERVICES, INC.

VSR FINANCIAL SERVICES, INC.

SYMPHONIC SECURITIES LLC

SYMPHONIC FINANCIAL ADVISORS LLC

CNR SECURITIES, LLC

WADDELL & REED

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 65

Date: 2/6/2006

Series 66

Date: 7/2/2003

Series 7

Date: 6/10/2003

Current Firm

INSIGHT INVESTMENT ADVISERS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INSIGHT INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

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