Ryan Brooke
CRD Number: 6422010Current 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.
I support our clients and firm-level initiatives by organizing client meetings, collecting client data, responding to client queries and assisting Lead Advisors.
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.
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
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
Company Name | Location | Dates | Years |
---|---|---|---|
Searcy Financial Services, Inc. | Overland Park, CA | Jan 2022 - Current | 2 |
Allos Investment Advisors, LLC | Overland Park, KS | Jan 2019 - Current | 5 |
Searcy Financial Services | Overland Park, KS | Jan 2019 - Dec 2021 | 2 |
Searcy Financial Services | Overland Park, KS | Mar 2016 - Dec 2018 | 2 |
Allos Investment Advisors | Overland Park, KS | Mar 2016 - Dec 2018 | 2 |
Searcy Financial Services | Overland Park, KS | Feb 2015 - Mar 2016 | 1 |
Searcy Financial Services | Overland Park, KS | Dec 2014 - Feb 2015 | < 1 |
Searcy Financial Services | Overland Park, KS | Sep 2014 - Dec 2014 | < 1 |
Community America | Independence, MO | Mar 2014 - Sep 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2015 |
- KS
-
Total Assets Under Management378MILLIONS
-
Total Number of Accounts981ACCOUNTS
-
Average Account Value$385,182
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, AZ, FL, KS, MO, NE, OR, SC, TN, TX, UT
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.