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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Timothy Briggs (CRD# 4270876) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Overland Park, KS and has over 23 years of experience in the finance industry.
Lisa Brinig (CRD# 4872268) is an Investment Advisor Representative working at Mariner Wealth in Overland Park, KS and has 1 year of experience in the finance industry. Lisa Brinig has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Richard Briscoe (CRD# 5154807) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Kansas City, MO and has over 14 years of experience in the finance industry.
Joshua Britton (CRD# 4731865) is an Investment Advisor Representative working at Financial Partners Group, Inc. in Overland Park, KS and has over 20 years of experience in the finance industry.
Dane Broadie (CRD# 5958437) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Overland Park, KS and has over 12 years of experience in the finance industry.
Paul Brock (CRD# 6261579) is an Investment Advisor Representative working at Wise Wealth, LLC in Lees Summit, MO and has over 10 years of experience in the finance industry.
Stuart Brock (CRD# 3152167) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Leawood, KS and has over 25 years of experience in the finance industry.
Scott Brokke (CRD# 5276633) is an Investment Advisor Representative working at Mariner Wealth in Overland Park, KS and has over 17 years of experience in the finance industry.
- Firm founded in 1976
- Team of 9 professionals
- Fee-Only, NAPFA Registered Financial Advisors
- Searcy Financial Services, Inc. is an independent Registered Investment Advisor (RIA) with the U.S. Securities and Exchange Commission
We are passionate about viewing our clients’ wealth from their perspective, to help them achieve success on their terms, where they stand. Our services are based on your personal situation—your values, beliefs, preferences, and the degree to which you want to be involved in the planning process. We incorporate multiple generations into the planning process, where applicable,...
David Brookings (CRD# 4096507) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Kansas City, MO and has over 24 years of experience in the finance industry.