-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
- 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,...
Jorma Carroll (CRD# 5913938) is an Investment Advisor Representative working at Wells Fargo Advisors in Overland Park, KS and has over 12 years of experience in the finance industry.
Kirt Carstens (CRD# 2192522) is an Investment Advisor Representative working at Creativeone Securities, LLC in Overland Park, KS and has over 32 years of experience in the finance industry.
Paul Casazza (CRD# 5147681) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 17 years of experience in the finance industry.
Stasha Case (CRD# 2807119) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Overland Park, KS and has over 13 years of experience in the finance industry.
Sonja Cashion (CRD# 5149966) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 15 years of experience in the finance industry. Sonja Cashion 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.
Ronald Castor (CRD# 4274249) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Overland Park, KS and has over 23 years of experience in the finance industry.
Thomas Cavaliere (CRD# 4435562) is an Investment Advisor Representative working at Iht Wealth Management LLC in Overland Park, KS and has over 22 years of experience in the finance industry.
Connor Cavanaugh (CRD# 6859011) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 6 years of experience in the finance industry.
Jennifer Cavanaugh (CRD# 5655401) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 12 years of experience in the finance industry.