Searcy Financial Services, Inc.

Searcy Financial Services, Inc. (CRD# 105807) is a financial advisory firm headquartered in Overland Park, KS. They manage $185,535,444 in 1,192 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    186
    MILLION
  • Total Number of Accounts
    1,192
    ACCOUNTS
  • Average Account Value
    $155,651
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, KS, MO, TX

Financial Advisors at Searcy Financial Services, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Michael J. Searcy
CRD#: 821456
12980 Foster Street, Suite 160, Overland Park, KS 66213
105
Wealthminder
score
  • 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

2
Marc C. Shaffer
CRD#: 4777059
12980 Foster Street, Suite 160, Overland Park, KS 66213
103
Wealthminder
score
  • 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 specialize in helping my clients and their families achieve continuity in their financial planning through generations and achieve their vision of an ideal life by encouraging goal setting and active monitoring of their financial plans.

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

3
Brenda M. Carrico
CRD#: 5415922
12980 Foster Street, Suite 160, Overland Park, KS 66213
100
Wealthminder
score
  • 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 work to set our clients on their path toward financial freedom by gathering and analyzing data, preparing financial plans and assisting with plan presentations. I also serve on Searcy’s Investment Committee, which is responsible for making asset allocation and security selection decisions. I am involved in a variety of different research and analysis efforts, ranging from broad macro-economic topics to individual security selection issues, across different asset classes and markets and reporting those discussion items to the Investment Team.

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

4
John C. Fales
CRD#: 6056370
12980 Foster Street, Suite 160, Overland Park, KS 66213
100
Wealthminder
score
  • 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 specialize in serving clients who lack the time or desire to keep up with a quickly evolving market by managing and monitoring their financial plan and investments so that these tools are working to help clients realize their goals. As a Certified Investment Management Analyst®, I oversee qualitative and quantitative analysis and report technical conditions to our Investment Team which manages asset allocation and security selection decisions. 

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

5
Jessica A. Searcy-Maldonado
CRD#: 4554864
12980 Foster Street, Suite 160, Overland Park, KS 66213
100
Wealthminder
score
  • 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

I assist retirement plan sponsors and other stewards with their leadership, stewardship and governance responsibilities in managing well-run retirement plans and helping employees retire with dignity. I also have a robust understanding of formalized best-practice processes.

Searcy Financial Services, Inc. is a fee-only Registered Investment Advisory firm. 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. The heavy-lifting of the plan management becomes our responsibility, leaving you free to focus on the management of your business. 

For employers, we offer the following: 

  • Employer-Sponsored Retirement Plans. What makes a retirement plan successful? We will guide you through a process to help you clearly define the criteria you have set for plan success. We help organizations create satisfied employees, help employees better understand planning and saving opportunities and help them to be “retirement ready” so they have an opportunity to retire with dignity when the time comes. 
  • Investment Management. We can take the burden of managing your retirement plan’s investments off of your shoulders, so that you focus on running your business. We serve as an ERISA 3(38) investment manager and named fiduciary to your plan.
  • Business/Practice Consulting. Having worked closely with doctors and small business owners for more than 40 years, we are familiar with the issues specific to both. 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

6
Ryan W. Brooke
CRD#: 6422010
12980 Foster Street, Suite 160, Overland Park, KS 66213
96
Wealthminder
score
  • 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

7
David W. Bush
CRD#: 5537832
12980 Foster Street, Suite 160, Overland Park, KS 66213
93
Wealthminder
score

David Bush (CRD# 5537832) is an Investment Advisor Representative working at Searcy Financial Services, Inc. in Overland Park, KS and has over 8 years of experience in the finance industry.

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