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Principal / CIO · Searcy Financial Services, Inc.

Ryan W. Brooke

CRD 6422010 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Searcy Financial Services, Inc., an SEC-registered wealth manager based in Overland Park, KS with $514 million in regulatory assets, lists Ryan W. Brooke on its Form ADV as Principal / CIO. The SEC filings also name Ryan at 1 other registered adviser.

Firms and roles

AtlasMembers

Ryan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Marcus C. ShafferPrincipal / Secretary / Treasurer / CFO, Searcy Financial Services, Inc.
  • Jessica A. KmettyPresident / Chief Executive Officer, Searcy Financial Services, Inc.
  • John C. FalesPrincipal / Director of Financial Planning / Chief Compliance Officer, Searcy Financial Services, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ryan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.