Kelly Lynn Stephenson
Investment adviser representative at Insight Financial Services
17 yearsExperience
1 stateRegistered in
$213.8MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Ifs Advisors LLC dba Insight Financial ServicesSep 2023 to now
- Insight Financial Services LLCAug 2009 to now
- Securities America, Inc.Sep 2020 to Nov 2020
- Securities Service Network, LLCOct 2017 to Sep 2020
- National Planning CorporationAug 2009 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2002
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (KS).
Insight Financial Services
Legal name: Ifs Advisors, LLC
$213.8MAssets managed
444Clients
9Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4190039
- Firm CRD
- 147518