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SEARCY FINANCIAL SERVICES, INC.

OVERLAND PARK, KS · CRD 105807 · IAPD ↗ · searcyfinancial.com · 913-814-3800

$514.0MRegulatory AUM
9Advisory reps
9Employees
1Clients
1-10Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2026 — SEARCY FINANCIAL SERVICES, INC. notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2026 — SEARCY FINANCIAL SERVICES, INC. added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — SEARCY FINANCIAL SERVICES, INC. crossed $500M in regulatory AUM ($447.7M -> $514.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
March 2024 — SEARCY FINANCIAL SERVICES, INC. added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
March 2024 — SEARCY FINANCIAL SERVICES, INC. reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.