Unclaimed Profile

Michael John Searcy

SEARCY FINANCIAL SERVICES, INC.·OVERLAND PARK, Kansas

Series 1, Series 7, Series 24, Series 63Clean record41 years registeredSEARCY FINANCIAL SERVICES, INC.

12980 FOSTER STREET, OVERLAND PARK, KS 66213-2703CRD# 821456Firm CRD# 105807

Profile Verification

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

Identity

Michael John Searcy · OVERLAND PARK, KS

Registration

CRD #821456 · SEARCY FINANCIAL SERVICES, INC. · 41 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SEARCY FINANCIAL SERVICES, INC.

ALLOS INVESTMENT ADVISORS, LLC

Jan 2011 – Jan 2025

OVERLAND PARK, KS

SEARCY FINANCIAL SERVICES, INC.

Apr 1985 – Jan 2025

Naples, FL

Registrations & Exams

FINRA examinations passed

Series 1

Series 7

Series 24

Series 63

Registration record

First registered · April 25, 1985

Years registered · 41

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SEARCY FINANCIAL SERVICES, INC.

CRD 105807 · SEC 801-16377

AUM

$378M

Regulatory assets under management

Employees

981 client accounts

Services offered by SEARCY FINANCIAL SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SEARCY FINANCIAL SERVICES, INC. →

Introduction

Speak with Michael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michael is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in OVERLAND PARK?

Browse all registered financial advisors in OVERLAND PARK, Kansas or claim this profile if it's yours.

Browse OVERLAND PARK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Michael John Searcy offer?

Michael John Searcy specializes in Financial Planning, Investment Management.

What are Michael John Searcy's credentials?

Michael John Searcy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael John Searcy located?

Michael John Searcy is based in OVERLAND PARK, Kansas, last registered with SEARCY FINANCIAL SERVICES, INC..

How does Michael John Searcy charge for services?

Michael John Searcy'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 SEARCY FINANCIAL SERVICES, INC.?

SEARCY FINANCIAL SERVICES, INC. has approximately 7 employees and manages $378M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →