| Name | Title | Ownership | Since |
|---|---|---|---|
| Jessica a Kmetty Living Trust Dtd | Revocable Living Trust | 10-25% | 2021 |
| Jessica Ann Kmetty Control | President And Chief Executive Officer | Under 5% | 2021 |
| John Christopher Fales Control | Principal & Director Of Financial Planning | 10-25% | 2021 |
Searcy Financial Services, Inc. reports $447.7 million in regulatory assets under management on its Form ADV.
Searcy Financial Services, Inc. reports 8 employees.
Searcy Financial Services, Inc. is based in Overland Park, KS and has been SEC-registered since 1981.
Searcy Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 12980 Foster Street, Suite 160, Overland Park, KS 66213-2703 |
| Phone | 913-814-3800 |
| Fax | 913-814-3900 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 354923 |
| Discloses disciplinary history | No |
| Discretionary | $441.6M |
| Non-discretionary | $6M |
| Total (RAUM) | $447.7M |