Jessica Searcy-Maldonado
CRD Number: 4554864Current Firm: Searcy Financial Services, Inc.
Compensation Model: Fee Only
- 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
I assist retirement plan sponsors and other stewards with their leadership, stewardship and governance responsibilities in managing well-run retirement plans and helping employees retire with dignity. I also have a robust understanding of formalized best-practice processes.
Searcy Financial Services, Inc. is a fee-only Registered Investment Advisory firm. We help business owners and plan sponsors set intentions for their company and offer a retirement plan that helps both the company and its employees thrive. The heavy-lifting of the plan management becomes our responsibility, leaving you free to focus on the management of your business.
For employers, we offer the following:
- Employer-Sponsored Retirement Plans. What makes a retirement plan successful? We will guide you through a process to help you clearly define the criteria you have set for plan success. We help organizations create satisfied employees, help employees better understand planning and saving opportunities and help them to be “retirement ready” so they have an opportunity to retire with dignity when the time comes.
- Investment Management. We can take the burden of managing your retirement plan’s investments off of your shoulders, so that you focus on running your business. We serve as an ERISA 3(38) investment manager and named fiduciary to your plan.
- Business/Practice Consulting. Having worked closely with doctors and small business owners for more than 40 years, we are familiar with the issues specific to both. We offer specialized services to help ease the administrative burdens of running a successful practice or small business.
To learn more about our firm, visit: http://searcyfinancial.com/
To meet our team, visit: http://searcyfinancial.com/our-team
To read our blog, visit: http://searcyfinancial.com/blog-posts
CRD# 2074636
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Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Searcy Financial Services, Inc. | Overland Park, KS | Jan 2022 - Current | 2 |
| Allos Investment Advisors | Overland Park, KS | Feb 2020 - Current | 4 |
| Searcy Financial Services, Inc. | Overland Park, KS | Feb 2020 - Dec 2021 | 1 |
| Searcy Financial Services, Inc. | Overland Park, KS | Jan 2018 - Feb 2020 | 2 |
| Allos Investment Advisors | Overland Park, KS | Jan 2018 - Feb 2020 | 2 |
| Allos Investment Advisors, LLC | Overland Park, KS | Oct 2010 - Jan 2018 | 7 |
| Searcy Financial Services, Inc. | Overland Park, KS | May 2001 - Jan 2018 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2009 |
- AZ
- KS
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Total Assets Under Management378MILLIONS
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Total Number of Accounts981ACCOUNTS
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Average Account Value$385,182
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, AZ, FL, KS, MO, NE, OR, SC, TN, TX, UT
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