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Advisors / Kansas / Leawood
23yrs

Joshua Wright

Financial advisor at Insight Investment Advisers

Joshua Wright is a fiduciary financial advisor in Leawood, Kansas, with 23 years in the industry. Joshua joined Insight Investment Advisers in 2017, after four years at World Class Unlimited and five years at VSR Financial Services. Insight Investment Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.

One of 484 advisors with offices in Leawood, and one of 449 fiduciaries.

Leawood, KS 66211Fiduciary advisor
Call the officeDirections

At a glance

Experience23 years (since 2003)
How that compares ?More experience than 72% of advisors in Kansas
Office5251 W 116th Place, Suite 200, Leawood, KS 66211
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$493,239
Advisors at the firm3
States licensed ?2 states

Services through Insight Investment Advisers

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 65Uniform Investment Adviser Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2017 – now
  2. 2012 – 2017
  3. 2007 – 2012
    VSR Financial Services, Inc.Previously
  4. Nov 2005 – Oct 2007
    Symphonic Financial Advisors LLCPreviously
  5. 2003 – 2005
    Waddell & ReedPreviously

Questions to ask Joshua

Tailored to Joshua’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Joshua

How do I contact Joshua?

Call Insight Investment Advisers at (913) 800-0954 and ask for Joshua Wright. Joshua works from the Leawood, KS office.

How long has Joshua been a financial advisor?

Joshua has been in the industry since 2003, about 23 years. More experience than 72% of advisors in Kansas.

What licenses does Joshua hold?

Series 65, Series 66. Tap any license on this page to see what it allows.

Is Joshua a fiduciary?

Joshua is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Joshua paid?

Insight Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Joshua for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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