Michael
Searcy
Searcy Financial Services, Inc
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About this Advisor
Michael Searcy is a certified financial planner and chartered financial consultant based in Naples, Florida with a total of 36 years of relevant experience. Searcy is an advisor for Searcy Financial Services, Inc. Searcy has gained experience at Searcy Financial Services Inc, Allos Investment Advisors, LLC and Searcy Finanial Services Inc. Searcy holds a Series 63 license, qualifying them as a securities agent, and can advise clients in Florida and Kansas. Searcy Financial Services, Inc is a financial advisory business that has its headquarters in Overland Park, KS. The company has offices in two locations and a total of six advisors. It administers $334 million in total assets across its 1,013 accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 1,013 accounts, 64% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Searcy Financial Services, Inc performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors depend on the financial services. However, fee types charged by Searcy Financial Services, Inc most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Searcy Financial Services, Inc Brokerage Details
$334,443,160
6
1,013
$330,151
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Michael Searcy Work History
Michael has been registered as a financial advisor for 36 years.*
Allos Investment Advisors, LLC
Searcy Finanial Services Inc
Allos Investment Advisors, LLC
Searcy Financial Services Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Searcy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Searcy Financial Services, Inc
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Naples, FL
Overland Park, KS
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
