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Allos Investment Advisors, LLC CRD 155541
$73.6M regulatory AUM 28 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
12980 Foster Street Suite 160, Overland Park, KS 66213 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2016-06-07 |
Branch Locations
12980 Foster Street Suite 160, Overland Park, KS 66213 • United States
12980 Foster Street Suite 160, Overland Park, KS 66213-2703 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2015-02-02 |
Branch Locations
12980 Foster Street Suite 160, Overland Park, KS 66213-2703 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allos Investment Advisors | Overland Park | KS | 03/2016 | 12/2018 |
| Searcy Financial Services | Overland Park | KS | 03/2016 | 12/2018 |
| Searcy Financial Services | Overland Park | KS | 01/2019 | 12/2021 |
| Searcy Financial Services, Inc. | Overland Park | CA | 01/2022 | Present |
| Allos Investment Advisors, Llc | Overland Park | KS | 01/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-30 |
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