Michael Searcy, financial advisor Overland Park KS

Michael Searcy

CRD Number: 821456
Current Firm: Searcy Financial Services, Inc.
Compensation Model: Fee Only
  • Firm founded in 1976
  • Team of 9 professionals
  • Fee-Only, NAPFA Registered Financial Advisors
  • Searcy Financial Services, Inc. is an independent Registered Investment Advisor (RIA) with the U.S. Securities and Exchange Commission

We are passionate about viewing our clients’ wealth from their perspective, to help them achieve success on their terms, where they stand. Our services are based on your personal situation—your values, beliefs, preferences, and the degree to which you want to be involved in the planning process. We incorporate multiple generations into the planning process, where applicable, to foster guidance and education for all members of the family. 

Searcy Financial Services, Inc. is a fee-only Registered Investment Advisory firm offering the following highly personalized services: 

  • Planning for the Future: We are unwavering in our promise to deliver a long-term financial strategy that will help guide your financial decisions and answer your financial questions. We want you to know where you stand and have a plan to get where you want to be. 
  • Investment Management: Our investment team implements rigorously researched investment strategies designed to help our clients acquire, grow and preserve their wealth. 
  • Employer-Sponsored Retirement Plans: We help business owners and plan sponsors set intentions for their company and offer a retirement plan that helps both the company and its employees thrive. 
  • Business/Practice Consulting: We offer specialized services to help ease the administrative burdens of running a successful practice or small business.

Our team holds the following credentials:

  • CFP® –CERTIFIED FINANCIAL PLANNER™ Professional
  • AIF® –Accredited Investment Fiduciary®
  • AIFA® –Accredited Investment Fiduciary Analyst™
  • ChFC –Chartered Financial Consultant
  • CIMA® - Certified Investment Management Analyst®
  • CLU –Charted Life Underwriter
  • EA - Enrolled Agent
  • APMA® –Accredited Portfolio Management Advisor
  • PPC™ –Professional Plan Consultant™

  • GFS™ –Global Financial Steward™

  • C(k)P® –Certified 401(k) Professional

To learn more about our firm, visit: http://searcyfinancial.com/

To meet our team, visit: http://searcyfinancial.com/our-team

To read our blog, visit: http://searcyfinancial.com/blog-posts

CONTACT
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Professional Designations
Company Name Location Dates Years
Allos Investment Advisors, LLC Overland Park, KS Oct 2010 - Current 9
Searcy Financial Services, Inc. Overland Park, KS Jan 1976 - Current 43
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1981
Contact Info for Michael J. Searcy
Phone Number: 913-814-3800
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    230
    MILLIONS
  • Total Number of Accounts
    983
    ACCOUNTS
  • Average Account Value
    $234,034
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, FL, KS, MO, TX

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This advisor has a clean track record with regulators.

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