Advisors at this firm
Julia F
Series 65
Leawood, KS
Insight Investment Advisers LLC
Julia Fritzlen is a financial advisor at Insight Investment Advisers LLC with two years of industry experience. She holds a Series 65 designation and has prior work experience at Karl Storz and Olympus. Insight Investment Advisers LLC provides discretionary portfolio management and financial planning services to individuals, families, and businesses. The firm employs an evidence-based, momentum and trend-focused investment approach and manages approximately $54.8 million across about 90 client relationships.
Brandon B
Series 65
Leawood, KS
Insight Investment Advisers LLC
Brandon Bruckman is a financial advisor at Insight Investment Advisers LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Insight since 2018. Prior to his current role, he was employed at Covance and has a longstanding association with West Chapman & Co. Outside of his advisory work, he is the sole owner of Blackbird Real Estate, LLC, established for personal tax and accounting purposes. Insight Investment Advisers LLC provides discretionary portfolio management and financial planning services to individuals, families, and businesses. The firm employs an evidence-based investment approach focused on momentum and trend analysis, managing approximately $54.8 million across about 90 client relationships.
Joshua W
Series 65, Series 66
Leawood, KS
Insight Investment Advisers LLC
Joshua Wright is a financial advisor at Insight Investment Advisers LLC with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at World Class Financial, Inc. and various insurance carriers. Outside of advisory work, he provides consulting services in accounting and business management for a chiropractic practice. Insight Investment Advisers LLC offers discretionary portfolio management and financial planning to individuals, families, and businesses. The firm employs an evidence-based investment approach focused on momentum and trend analysis, managing a mix of traditional and alternative assets across approximately 90 client relationships.