Advisor at GreenLeaf Financial Network, LLC
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Firm
GreenLeaf Financial Network, LLC
Location
Leawood, KS
Credentials
Series 66
Industry experience
22 years
Michael Beary is an investment adviser representative with GreenLeaf Financial Network, LLC, holding a Series 66 designation and 22 years of industry experience. He has worked at GreenLeaf Financial Network and Private Client Services, LLC since 2016 and previously at Vsr Financial Services, Inc. Mr. Beary is also a registered representative of Private Client Services, LLC. GreenLeaf Financial Network serves individuals, families, retirement plans, and corporate clients, offering portfolio management, financial planning, and investment consulting. The firm employs a range of strategies including fundamental, technical, quantitative, and modern portfolio theory analyses, and utilizes a network of independent advisers to create customized investment strategies.
Based on GreenLeaf Financial Network, LLC
Based on GreenLeaf Financial Network, LLC
Financial planning fixed fees negotiated up to $5,000.
up to 2.20% annually
Some IARs are registered representatives and may receive commissions for securities or insurance products sold separately from advisory services.
Financial planning hourly fees negotiated up to $250 per hour.
Fee-only: Portfolio management fees are charged on a fee-only basis, negotiated case-by-case, up to a maximum of 2.20% annually.
Leawood, KS
Kansas · Maryland · Missouri · Pennsylvania · Texas · Virginia
Private Client Services, LLC
2016 - Present (10 years)
GreenLeaf Financial Network, LLC
2016 - Present (10 years)
Vsr Financial Services, Inc
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
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Series 63, Series 66
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Series 63, Series 65
Overland Park, KS
Nasche Asset Management LLC
Series 65
Overland Park, KS
Retirement Roots Wealth Management LLC
CFP®
Overland Park, KS
Dynamic Wealth LLC
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