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Blake E. Workman

INSIGHT FINANCIAL SERVICES
OVERLAND PARK, KS 66210
Some features on this profile are disabled
CRD#: 7142643
BW
Blake E WorkmanINSIGHT FINANCIAL SERVICES

Professional summary

Blake E Workman, who also goes by Blake Workman, is a registered financial advisor currently at INSIGHT FINANCIAL SERVICES located in Overland Park, Kansas.

Blake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Blake has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Blake Workman

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 Blake E Workman'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

April 26, 2021 - July 6, 2026

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
OVERLAND PARK, KS
Past

June 27, 2020 - July 6, 2026

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
OVERLAND PARK, KS

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
Kansas
(7/1/2026)
IAR
Missouri
(7/1/2026)
IAR
Texas
(7/1/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/23/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/27/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/16/2019
Securities Industry Essentials 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)
Loading...

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)

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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