Vanessa A. Taylor

INSIGHT FINANCIAL SERVICES

OVERLAND PARK, KS 66210

Some features on this profile are disabled

CRD#: 6037002

Professional summary

Vanessa Ann Taylor, who also goes by Vanessa A Karamitros, Vanessa Ann Karamitros, Vanessa Ann Silvey, is a registered financial advisor currently at INSIGHT FINANCIAL SERVICES located in Overland Park, Kansas.

Vanessa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Vanessa has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

At a Glance

Always Fiduciary

Aliases

Vanessa A Karamitros | Vanessa Ann Karamitros | Vanessa Ann Silvey

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 Vanessa Ann Taylor'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

July 1, 2026 - Present

INSIGHT FINANCIAL SERVICES

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

RIA

CRD#: 147518

OVERLAND PARK, KS

Past

June 10, 2016 - July 7, 2026

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

OVERLAND PARK, KS

Past

June 10, 2016 - July 7, 2026

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

OVERLAND PARK, KS

Past

March 18, 2016 - June 6, 2016

WADDELL & REED

RIA

CRD#: 866

OVERLAND PARK, KS

Past

October 8, 2012 - June 6, 2016

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

Past

June 4, 2012 - September 7, 2012

WADDELL & REED

CRD#: 866

INDEPENDENCE, 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
(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

State Security Law Exam

IAR

Series 66

Date: 3/18/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/1/2012

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/11/2015

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)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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 (1/16/2026)

Regulatory assets under management

Total Number of Accounts	905
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.

Similar Advisors

Robert Meyers

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Frankfort, IL

Devlin Carothers

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

VANCOUVER, WA

Louis Paster

UBS FINANCIAL SERVICES INC.

IAR

CHICAGO, IL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Vanessa A. Taylor

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vanessa Ann Taylor's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

WADDELL & REED

WADDELL & REED

WADDELL & REED

Primary Firm SEC Registration

INSIGHT FINANCIAL SERVICES

State Registrations and Notice Filings

Exams

Series 66

Date: 3/18/2016

SIE

Date: 10/1/2018

Series 7

Date: 6/1/2012

Series 24

Date: 8/11/2015

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

Similar Advisors