Unclaimed Profile

Susan Denise Vargason

VSR FINANCIAL SERVICES, INC.·OVERLAND PARK, Kansas

SIE, Series 6, Series 7, Series 24, Series 63, Series 65, Series 66, Series 79TO, Series 99TOClean record20 years registeredVSR FINANCIAL SERVICES, INC.

8620 W. 110TH STREET, OVERLAND PARK, KS 66210CRD# 2445392Firm CRD# 14503

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Susan Denise Vargason · OVERLAND PARK, KS

Registration

CRD #2445392 · VSR FINANCIAL SERVICES, INC. · 20 years registered

Brand Profile

Not yet started

Career History

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Jul 2017 – present

CAMBRIDGE INVESTMENT RESEARCH, INC.

Jul 2017 – present

DFPG INVESTMENTS, INC.

Oct 2016 – Jun 2017

Gilbert, AZ

VSR ADVISORY SERVICES

Mar 2007 – Oct 2016

OVERLAND PARK, KS

CUNA BROKERAGE SERVICES, INC.

May 2006 – Mar 2007

OVERLAND PARK, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Series 66

Series 79TO

Series 99TO

Registration record

First registered · May 8, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VSR FINANCIAL SERVICES, INC.

CRD 14503 · SEC 801-61672

AUM

$3.1B

Regulatory assets under management

Employees

349

16,944 client accounts

Services offered by VSR FINANCIAL SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Other advisory services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at VSR FINANCIAL SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Susan Denise Vargason offer?

Susan Denise Vargason specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are Susan Denise Vargason's credentials?

Susan Denise Vargason is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Susan Denise Vargason located?

Susan Denise Vargason is based in OVERLAND PARK, Kansas, working with VSR FINANCIAL SERVICES, INC.. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.

How does Susan Denise Vargason charge for services?

Susan Denise Vargason's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VSR FINANCIAL SERVICES, INC.?

VSR FINANCIAL SERVICES, INC. has approximately 349 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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