Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Searcy Financial Services, Inc. financial advisors in Overland Park, KS

Every SEC-registered investment adviser representative at a Searcy Financial Services, Inc. office in Overland Park, A to Z.

The short answer

7 registered advisors work at Searcy Financial Services, Inc. in Overland Park, out of 9 at the firm nationwide; it ranks number 68 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Searcy Financial Services, Inc. advisors in Overland Park, A to Z

Every Searcy Financial Services, Inc. advisor →

Searcy Financial Services, Inc. advisors in every city and state →Searcy Financial Services, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Searcy Financial Services, Inc. advisors in other cities

Spanish Fork, UT 1Sugar City, ID 1

Other firms in Overland Park

All Overland Park advisors →

Creative Planning 615Onedigital 135Prime Capital Financial 130Mariner 110Creativeone Wealth, LLC 101Creativeone Securities, LLC 70Cetera Investment Advisers LLC 64Edward Jones 61Mariner Wealth 55Osaic Wealth, Inc. 37LPL Financial LLC 35Strategic Advisers LLC 33

Questions

How many financial advisors does Searcy Financial Services, Inc. have in Overland Park?

7 investment adviser representatives are registered at Searcy Financial Services, Inc. offices in Overland Park, Kansas, according to the SEC's Investment Adviser Public Disclosure records, out of 9 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Searcy Financial Services, Inc. one of the largest advisor employers in Overland Park?

Searcy Financial Services, Inc. ranks number 68 in Overland Park by registered advisors; Creative Planning has the most, with 615.

How do I check a Searcy Financial Services, Inc. advisor in Overland Park?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Searcy Financial Services, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.