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FIRM PROFILE
Overview
SUNSET FINANCIAL SERVICES, INC. is located at 3520 Broadway, Kansas City, MO 64111 and was first established at Kansas City, Washington in 04/23/1964. After operating for 62 years, SUNSET FINANCIAL SERVICES, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of SUNSET FINANCIAL SERVICES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. SUNSET FINANCIAL SERVICES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at SUNSET FINANCIAL SERVICES, INC. are registered to handle securities or provide financial advice. The firm has 11 disclosures, 9 being regulatory events, 0 being client events, and 2 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access SUNSET FINANCIAL SERVICES, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at SUNSET FINANCIAL SERVICES, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for SUNSET FINANCIAL SERVICES, INC. Comes From
Understanding the Statistics for SUNSET FINANCIAL SERVICES, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
3520 Broadway, Kansas City, MO 64111
P.o. Box 219365, Kansas City, MO 64121-9365
Small
(816) 753-7000
Washington since 04/23/1964
Corporation
December
FIRM DOCUMENTS
Part 2 Brochures
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| KANSAS CITY LIFE INSURANCE COMPANY, INC. | PARENT COMPANY - OWNER | ||
| ALVEY, DANIEL D'ANGELO | FINOP | 8114927 | |
| BIXBY, ROBERT PHILIP | DIRECTOR | 2109740 | |
| BIXBY, WALTER EDWIN III | DIRECTOR | 2687392 | |
| BRANDT, JANICE LEE | VICE PRESIDENT - CHIEF COMPLIANCE OFFICER BROKER/DEALER | 3232016 | |
| DENNEY, SUSANNA JAYNE | VICE PRESIDENT - CHIEF OPERATIONS OFFICER | 2467520 | |
| LAIRD, DAVID ARNOLD | DIRECTOR | ||
| MASON, ALAN CRAIG JR | SECRETARY, DIRECTOR | ||
| MILTON, MARK ALAN | DIRECTOR | 2155553 | |
| NOGALSKI, JOHN LOUIS | VICE PRESIDENT, TAXES | 8083220 | |
| PEIL, KRISTEN MICHELLE | AVP | 2438293 | |
| PIEPER, JENNIFER KAY | VICE PRESIDENT, TREASURER & CONTROLLER | 7832157 | |
| ULLOM, KELLY TODD | PRESIDENT / DIRECTOR | 1569201 |
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Advisor's working at SUNSET FINANCIAL SERVICES, INC.
Kelly Todd Ullom
Susanna Jayne Denney
Robert Thomas Petzold
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