Tamara
Stelting
Searcy Financial Services, Inc
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About this Advisor
Tamara Stelting is a financial advisor based in Overland Park, Kansas, working with Searcy Financial Services, Inc. Tamara has previously worked at First Heritage Bank, Family Investment Center, Searcy Financial Services, Inc, and Allos Investment Advisors, LLC. Tamara has passed the Series 65 regulatory exam and is registered to provide services in Kansas. Currently, Tamara is part of Searcy Financial Services, Inc, which operates out of Overland Park, Kansas. The firm has 1 office and 8 employees. The firm manages assets totaling $447.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Searcy Financial Services, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Searcy Financial Services, Inc Brokerage Details
$447,672,389
8
1,048
$427,168
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Tamara Stelting Work History
Searcy Financial Services, Inc
Allos Investment Advisors, LLC
Family Investment Center
Family Investment Center
First Heritage Bank
Disclosures
Please visit the SEC profile of Tamara Stelting to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Overland Park, KS
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