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John Christopher Fales

Allos Investment Advisors, LLC

Overland Park, KS

Searcy Financial Services, Inc.

Overland Park, KS

CRD 6056370

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Employer firm

Allos Investment Advisors, LLC CRD 155541

$73.6M regulatory AUM 28 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Allos Investment Advisors, Llc

12980 Foster Street Suite 160, Overland Park, KS 66213 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-11-20
KS RA APPROVED 2013-02-25
  • TX RA
    APPROVED_RES
    Since 2019-11-20
  • KS RA
    APPROVED
    Since 2013-02-25

Branch Locations

12980 Foster Street Suite 160, Overland Park, KS 66213 • United States

Searcy Financial Services, Inc.

12980 Foster Street Suite 160, Overland Park, KS 66213-2703 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2012-04-18
  • KS RA
    APPROVED
    Since 2012-04-18

Branch Locations

12980 Foster Street Suite 160, Overland Park, KS 66213-2703 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Searcy Financial Services, Inc. Overland Park KS 01/2016 12/2021
Allos Investment Advisors, Llc Overland Park KS 01/2016 02/2020
Allos Investment Advisors Overland Park KS 02/2020 08/2024
Searcy Financial Services, Inc. Overland Park KS 01/2025 03/2026
Allos Investment Advisors, Llc Overland Park KS 08/2024 03/2026
Searcy Financial Services, Inc. Overland Park KS 01/2022 12/2024
Searcy Financial Services, Inc. Overland Park KS 03/2026 Present
Allos Investment Advisors, Llc Overland Park KS 03/2026 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-08-12
  • S65 Uniform Investment Adviser Law Examination
    2011-08-12
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH

Nearby Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER

Nearby Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS

More in Overland Park, KS

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