# SEARCY FINANCIAL SERVICES, INC.

SEARCY FINANCIAL SERVICES, INC. of OVERLAND PARK, KS is an SEC-registered investment adviser.

## Registration

- CRD: 105807
- Type: SEC-registered investment adviser
- SEC file number: 801-16377
- Location: 12980 FOSTER STREET, SUITE 160, OVERLAND PARK, KS, 66213-2703
- Phone: 913-814-3800
- Latest filing: 2026-05-06
- Regulatory AUM: $514.0M
- Discretionary AUM: $514.0M
- Clients: 9
- Accounts: 1,874

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Marcus Clinton Shaffer | PRINCIPAL / SECRETARY / TREASURER / CFO; PRINCIPAL/SECRETARY&TREASURER&CFO | — |
| Jessica Ann Kmetty | PRESIDENT AND CHIEF EXECUTIVE OFFICER; PRESIDENT / CHIEF EXECUTIVE OFFICER; TRUSTEE | — |
| John Christopher Fales | PRINCIPAL / DIRECTOR OF FINANCIAL PLANNING; PRINCIPAL & DIRECTOR OF FINANCIAL PLANNING; PRINCIPAL / DIRECTOR OF FINANCIAL PLANNING / CHIEF COMPLIANCE OFFICER | — |
| Ryan Wayne Brooke | PRINCIPAL / CIO; PRINCIPAL&CIO | — |
| Tamara Sue Stelting | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | — |
| SEARCY MICHAEL JOHN | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; PRESIDENT | — |
| SHAFFER MARCUS CLINTON | PRINCIPAL; PRINCIPAL/SECRETARY&TREASURER; PRINCIPAL/SECRETARY&TREASURER&CFO | — |
| SEARCY-MALDONADO JESSICA ANN | VICE PRESIDENT | — |
| FALES JOHN CHRISTOPHER | CHIEF COMPLIANCE OFFICER AND VICE PRESIDENT; PRINCIPAL | — |
| KMETTY JESSICA ANN | PRESIDENT AND CHIEF EXECUTIVE OFFICER; PRINCIPAL AND VICE PRESIDENT; TRUSTEE (+1 more) | — |
| BROOKE RYAN WAYNE | PRINCIPAL; PRINCIPAL&CIO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105807/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105807/similar
- Related entities: https://search.stillhousedata.com/firm/105807/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105807

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.