Ryan
Brooke
Searcy Financial Services, Inc
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About this Advisor
Ryan Brooke is a certified financial planner and chartered financial consultant who works in Overland Park, Kansas with a total of 8 years of industry experience. Brooke is on the advisory team at Searcy Financial Services, Inc. Throughout their career, Brooke has worked at Searcy Financial Services, Community America, Northern Tools, Harbor Freight Tools, Allos Investment Advisors, Searcy Financial Services, Inc and Allos Investment Advisors, LLC. Brooke holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to advise clients in Kansas. Searcy Financial Services, Inc is an advisory firm operating out of Overland Park, KS. The firm has offices in two locations and a total of six people on staff. It manages $334 million in assets under management among its 1,013 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 1,013 accounts, 64% are associated with high-net-worth clients who have at least $1 million in investable assets. The firm has 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 largely depend on the services provided. Fees charged by Searcy Financial Services, Inc most likely consist 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
Ryan Brooke Work History
Ryan has been registered as a financial advisor for 8 years.*
Searcy Financial Services, Inc
Allos Investment Advisors, LLC
Searcy Financial Services
Allos Investment Advisors
Searcy Financial Services
Searcy Financial Services
Searcy Financial Services
Community America
Searcy Financial Services
Northern Tools
Harbor Freight Tools
*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 Ryan Brooke 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.
