MB
Michael J. Beary
GREENLEAF FINANCIAL NETWORK
Leawood, KS
Some features on this profile are disabled
CRD#: 4409175
MB
Professional summary
Michael James Beary, CFP® is a registered financial advisor currently at GREENLEAF FINANCIAL NETWORK, LLC located in Leawood, Kansas and PRIVATE CLIENT SERVICES, LLC located in Leawood, Kansas.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Michael has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Michael James Beary is a registered representative of Private Client Services LLC of Louisville, Kentucky. Private Client Services, LLC is a registered broker-dealer (CRD No. 120222), member FINRA, SIPC. In his separate capacity as a registered representative, Michael James Beary may receive commissions for the implementation of recommendations for commissionable transactions however clients are not obligated to implement any recommendations. Neither the Advisor nor Michael James Beary will earn investment advisory fees in connection with any services implemented in Michael James Beary's separate capacity as a registered representative where commissions are earned. Generally, recommendations made to clients are implemented by Michael James Beary in his role as an Investment Advisor Representative, not in his role as a Registered Representative. As such, Clients of Greenleaf Financial Network pay only advisory fees as described above. In no circumstance will Greenleaf Financial Network earn an advisory fee and a commission on the same investment. In the event that Michael James Beary earns a commission on an investment, the advisory fee will be waived by Greenleaf Financial Network; Investment Related; 5 hours a month.
CRS (Client Relationship Summary) - RIA
Click below to view Michael James Beary's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2020
Experience
Current
August 5, 2016 - Present
GREENLEAF FINANCIAL NETWORK, LLC
RIA
CRD#: 284165
Leawood, KS
Current
July 29, 2016 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 2045 W 141st Terrace, Leawood, KS 66224RIA
BD
CRD#: 120222
Leawood, KS
Past
January 5, 2004 - May 16, 2016
VSR FINANCIAL SERVICES, INC.
RIA
CRD#: 14503
OVERLAND PARK, KS
Past
July 21, 2003 - May 16, 2016
VSR FINANCIAL SERVICES, INC.
BD
CRD#: 14503
OVERLAND PARK, KS
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Kansas(7/29/2016)
IAR
Kansas(8/5/2016)
IAR
Maryland(1/28/2020)
IAR
Missouri(1/31/2017)
IAR
Pennsylvania(10/22/2018)
IAR
Texas(5/17/2017)
IAR
Virginia(9/20/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
GF
GREENLEAF FINANCIAL NETWORK, LLC
BOHN & ASSOCIATES | THE YUCCA GROUP | R.D. SHAARA INSURANCE AND INVESTMENTS | PLANNERS FOR FINANCIAL SUCCESS | GREENLEAF FINANCIAL NETWORK, LLC | FEENEY FINANCIAL | BRIGANDINE CAPITAL
CRD#: 284165 / SEC#:
Illinois
Registered Investment Advisory firm - (10/14/2020 Terminated)Kansas
Registered Investment Advisory firm - (8/5/2016 Approved)Maryland
Registered Investment Advisory firm - (1/28/2020 Approved)Missouri
Registered Investment Advisory firm - (1/31/2017 Approved)Nevada
Registered Investment Advisory firm - (12/31/2018 Terminated)New Jersey
Registered Investment Advisory firm - (5/11/2017 Approved)Pennsylvania
Registered Investment Advisory firm - (10/22/2018 Approved)Texas
Registered Investment Advisory firm - (5/17/2017 Approved)Virginia
Registered Investment Advisory firm - (9/20/2016 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Leawood, KS
Mailing Address
Phone number
(913) 515-3517
Established
Firm type
Fiscal year end
# of Employees
11
Regulatory assets under management
| Total Number of Accounts | 319 |
| AUM (Assets Under Management) | $ 99,390,104 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
