Unclaimed Profile

Donald Joseph Beary

VSR FINANCIAL SERVICES, INC.·OVERLAND PARK, Kansas

SIE, Series 1, Series 24, Series 63, Series 6527 years registeredVSR FINANCIAL SERVICES, INC.

8620 W. 110TH STREET, OVERLAND PARK, KS 66210CRD# 15818Firm CRD# 14503

Profile Verification

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

Identity

Donald Joseph Beary · OVERLAND PARK, KS

Registration

CRD #15818 · VSR FINANCIAL SERVICES, INC. · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VSR FINANCIAL SERVICES, INC.

VSR ADVISORY SERVICES

Feb 2003 – Sep 2016

OVERLAND PARK, KS

THE MASTERS, INC.

Nov 1998 – Feb 2003

OVERLAND PK, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 24

Series 63

Series 65

Registration record

First registered · November 30, 1998

Years registered · 27

Disclosure History

2013Regulatory·Final

2008Customer Dispute·Award / Judgment

1993Customer Dispute·Settled

1992Regulatory·Final

1991Customer Dispute·Settled

1991Regulatory·Final

1985Regulatory·Final

9 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

VSR FINANCIAL SERVICES, INC.

CRD 14503 · SEC 801-61672

AUM

$3.1B

Regulatory assets under management

Employees

349

16,944 client accounts

Services offered by VSR FINANCIAL SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Other advisory services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at VSR FINANCIAL SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Donald Joseph Beary offer?

Donald Joseph Beary specializes in Financial Planning, Investment Management, Wealth Management.

What are Donald Joseph Beary's credentials?

Donald Joseph Beary is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donald Joseph Beary located?

Donald Joseph Beary is based in OVERLAND PARK, Kansas, last registered with VSR FINANCIAL SERVICES, INC..

How does Donald Joseph Beary charge for services?

Donald Joseph Beary's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VSR FINANCIAL SERVICES, INC.?

VSR FINANCIAL SERVICES, INC. has approximately 349 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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