Investment adviser representative · Insight Financial Services
Neal M. Gudiseva
CRD 7274363 · Overland Park, KS
At a glance
Neal M. Gudiseva is an investment adviser representative with Insight Financial Services in Overland Park, KS, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Neal’s SEC record dates to 2021, about 5 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Insight Financial ServicesSince July 2026Overland Park, KS · $214M in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Neal’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Insight Financial Services
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- Gregory J. KealOverland Park
- Pedro A. MartinezOverland Park
- Tracy N. McCormickOverland Park
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- Blake E. WorkmanBlue Springs
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