SEARCY FINANCIAL SERVICES, INC. of OVERLAND PARK, KS is an SEC-registered investment adviser (CRD 105807). Regulatory assets under management: $514.0M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions.
| 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 | — |