CoverProfile

Ryan Brooke

Chief Investment Officer

Searcy Financial Services Inc

United States, Missouri, Lees Summit

About Me

I support our clients by delivering financial planning advice and managing client accounts in order to help clients get the best out of life. My mission is to help improve financial literacy and services for people in all stages of life. We are passionate about viewing wealth from your perspective, to help you achieve success on your terms, Where You 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, to foster guidance and education for all members of the family. Searcy Financial Services, Inc. i

View more

Profile Information

Chief Investment Officer

Searcy Financial Services Inc

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Lees Summit

Missouri

United States

Sep 2, 2024

Work Experience

Searcy Financial Services Inc

Chief Investment Officer
Sep 2014 - Present
Email: ryan@searcyfinancial.com

More profiles to browse

Profile Photo
Jessica Kmetty
President & Chief Executive Officer
Profile Photo
Marc Shaffer
Principal, CFO
MJ
Michael J. Searcy
Founding Advisor

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
PM
Prtima MISHRA1
Software Engineer
PA TEST
PG
Patricia Gee
Operations
Manhattan Family Office
BW
Bill Wood
Managing Member, Principal
Nova R Wealth