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Searcy Financial Services, Inc. CRD 105807
$514M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
12980 Foster Street Suite 160, Overland Park, KS 66213-2703 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2013-06-25 |
Branch Locations
12980 Foster Street Suite 160, Overland Park, KS 66213-2703 • United States
12980 Foster Street Suite 160, Overland Park, KS 66213 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2013-06-25 |
Branch Locations
12980 Foster Street Suite 160, Overland Park, KS 66213 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Searcy Financial Services, Inc | Overland Park | KS | 01/2014 | Present |
| Allos Investment Advisors, Llc | Overland Park | KS | 01/2014 | Present |
1. Active Insurance License; No time Allocated; No Insurance Sales Performed.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-24 |
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