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@searcyfinancial.com
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2 phones found area 816 and 913
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LinkedIn matched
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Ryan Brooke, Cfp®, Chfc® is listed as CERTIFIED FINANCIAL PLANNER® Professional, CIO at Searcy Financial Services, Inc., a with 13 employees, based in Lees Summit, Missouri, United States. AeroLeads shows a work email signal at searcyfinancial.com, phone signal with area code 816, 913, and a matched LinkedIn profile for Ryan Brooke, Cfp®, Chfc®.
Ryan Brooke, Cfp®, Chfc® previously worked as Financial Advisor, Principal at Allos Investment Advisors and Financial Relationship Specialist at Communityamerica Credit Union. Ryan Brooke, Cfp®, Chfc® holds Bachelor'S Of Business Administration, Finance, General from University Of Missouri-Kansas City.
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AeroLeads found 1 current-domain work email signal for Ryan Brooke, Cfp®, Chfc®. Compare company email patterns before reaching out.
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. is a fee-only Registered Investment Advisory firm offering the following highly personalized services: ► Planning for the Future: We are unwavering in our promise to deliver a long-term financial strategy that will help guide your financial decisions and answer your financial questions. We want you to know Where You Stand® and have a plan to get where you want to be.► Investment Management: Our investment team implements rigorously researched investment strategies designed to help our clients acquire, grow and preserve their wealth. ► Employer-Sponsored Retirement Plans: We help business owners and plan sponsors set intentions for their company and offer a retirement plan that helps both the company and its employees thrive.► Business/Practice Consulting: We offer specialized services to help ease the administrative burdens of running a successful practice or small business.
Listed skills include Finance, Sales, Financial Services, Customer Service, and 10 others.
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A career timeline built from the work history available for this profile.
Financial Advisor, Principal, January 2019-December 2021Financial Planning Associate, March 2016-December 2018Client Service Associate, February 2015-February 2016Internship, September 2014-February 2015
Financial Planning Associate, March 2016- December 2018Client Service Associate, February 2015-February 2016Internship, September 2014-February 2015
Other employees you can reach at searcyfinancial.com. View company contacts for 13 employees →
Andrew White
Colleague at Searcy Financial Services, Inc.
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Brenda Carrico
Colleague at Searcy Financial Services, Inc.Overland Park, Kansas, United States
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John Fales, Cfp®, Cima®, Aif®
Colleague at Searcy Financial Services, Inc.Overland Park, Kansas, United States
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Chan Dachpo
Colleague at Searcy Financial Services, Inc.Atlanta Metropolitan Area, United States
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Jessica Kmetty
Colleague at Searcy Financial Services, Inc.Peoria, Arizona, United States
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Marc Shaffer, Cfp®, Aif®, Ea
Colleague at Searcy Financial Services, Inc.Overland Park, Kansas, United States
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Kimberly Solomon
Colleague at Searcy Financial Services, Inc.Orem, Utah, United States
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Michael J Searcy
Colleague at Searcy Financial Services, Inc.Naples, Florida, United States
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Dena Fischer
Colleague at Searcy Financial Services, Inc.Overland Park, Kansas, United States
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Tamara Stelting
Colleague at Searcy Financial Services, Inc.Kansas City Metropolitan Area, United States
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Quick answers generated from the profile data available on this page.
Ryan Brooke, Cfp®, Chfc® works for Searcy Financial Services, Inc..
Ryan Brooke, Cfp®, Chfc® is listed as CERTIFIED FINANCIAL PLANNER® Professional, CIO at Searcy Financial Services, Inc..
AeroLeads has found 1 work email signal at @searcyfinancial.com for Ryan Brooke, Cfp®, Chfc® at Searcy Financial Services, Inc..
AeroLeads has found 2 phone signal(s) with area code 816, 913 for Ryan Brooke, Cfp®, Chfc® at Searcy Financial Services, Inc..
Ryan Brooke, Cfp®, Chfc® is based in Lees Summit, Missouri, United States while working with Searcy Financial Services, Inc..
Ryan Brooke, Cfp®, Chfc® has worked for Searcy Financial Services, Inc., Allos Investment Advisors, Communityamerica Credit Union, Harbor Freight Tools, and Famous Footwear.
Ryan Brooke, Cfp®, Chfc®'s colleagues at Searcy Financial Services, Inc. include Andrew White, Brenda Carrico, John Fales, Cfp®, Cima®, Aif®, Chan Dachpo, and Jessica Kmetty.
You can use AeroLeads to view verified contact signals for Ryan Brooke, Cfp®, Chfc® at Searcy Financial Services, Inc., including work email, phone, and LinkedIn data when available.
Ryan Brooke, Cfp®, Chfc® holds Bachelor'S Of Business Administration, Finance, General from University Of Missouri-Kansas City.
Ryan Brooke, Cfp®, Chfc® is listed with skills including Finance, Sales, Financial Services, Customer Service, Retirement Planning, Investments, Financial Planning, and Consulting.
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