Unclaimed Profile

Kelly Todd Ullom

SUNSET FINANCIAL SERVICES, INC.·KANSAS CITY, Missouri

SIE, Series 6, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 99TOClean record27 years registeredSUNSET FINANCIAL SERVICES, INC.

3520 BROADWAY, KANSAS CITY, MO 64111CRD# 1569201Firm CRD# 3538

Profile Verification

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

Identity

Kelly Todd Ullom · KANSAS CITY, MO

Registration

CRD #1569201 · SUNSET FINANCIAL SERVICES, INC. · 27 years registered

Brand Profile

Not yet started

Career History

OSAIC WEALTH, INC.

Jun 2024 – present

SECURITIES AMERICA ADVISORS, INC.

Nov 2014 – Jun 2024

KANSAS CITY, MO

SUNSET FINANCIAL SERVICES, INC.

Apr 1999 – Nov 2015

KANSAS CITY, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · April 9, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

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

Firm Overview

Firm

SUNSET FINANCIAL SERVICES, INC.

CRD 3538 · SEC 801-71636

Employees

Total firm employees

Services offered by SUNSET FINANCIAL SERVICES, INC.

Per Form ADV

Other

View all advisors at SUNSET FINANCIAL SERVICES, INC. →

Introduction

Speak with Kelly Todd

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kelly Todd is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in KANSAS CITY?

Browse all registered financial advisors in KANSAS CITY, Missouri or claim this profile if it's yours.

Browse KANSAS CITY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Kelly Todd Ullom offer?

Kelly Todd Ullom is a registered financial advisor in KANSAS CITY, Missouri. Contact their office for details on services offered.

What are Kelly Todd Ullom's credentials?

Kelly Todd Ullom is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kelly Todd Ullom located?

Kelly Todd Ullom is based in KANSAS CITY, Missouri, working with SUNSET FINANCIAL SERVICES, INC.. Their office serves clients in the KANSAS CITY metropolitan area and surrounding communities.

How does Kelly Todd Ullom charge for services?

Kelly Todd Ullom's firm is compensated through other: no compensation is received for our services.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUNSET FINANCIAL SERVICES, INC.?

SUNSET FINANCIAL SERVICES, INC. has approximately 3 employees. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →