Neal M. Gudiseva

INSIGHT FINANCIAL SERVICES

OVERLAND PARK, KS 66210

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CRD#: 7274363

Professional summary

Neal Mihir Gudiseva, who also goes by Neal Gudiseva, is a registered financial advisor currently at INSIGHT FINANCIAL SERVICES located in Overland Park, Kansas.

Neal is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Neal has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Neal Gudiseva

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 Neal Mihir Gudiseva'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

May 9, 2024 - July 7, 2026

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

OVERLAND PARK, KS

Past

May 9, 2024 - July 7, 2026

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

OVERLAND PARK, KS

Past

February 3, 2021 - November 7, 2023

RADEMACHER FINANCIAL, INC.

RIA

CRD#: 114067

LAWRENCE, KS

Past

January 20, 2021 - June 28, 2023

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

LAWRENCE, KS

Past

October 19, 2020 - October 31, 2020

TD AMERITRADE, INC.

CRD#: 7870

OMAHA, NE

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 65

Date: 2/1/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/27/2020

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/19/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/25/2020

Securities Industry Essentials 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 (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.

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Advisor Monitoring

Firm Stability Insights

Neal M. Gudiseva

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Neal Mihir Gudiseva's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

RADEMACHER FINANCIAL, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

TD AMERITRADE, INC.

Primary Firm SEC Registration

INSIGHT FINANCIAL SERVICES

State Registrations and Notice Filings

Exams

Series 65

Date: 2/1/2021

Series 63

Date: 10/27/2020

Series 7TO

Date: 10/19/2020

SIE

Date: 8/25/2020

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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