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Michael James Beary

CFP®
GREENLEAF FINANCIAL NETWORK
LEAWOOD, KS
·CRD# 4409175·23 years experience

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.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

CFP®
Certified Financial PlannerSince 2020

Years of Experience

23 years in the financial services industry

Current & Past Employments

Current

GREENLEAF FINANCIAL NETWORK, LLCCurrent·CRD# 284165
RIA
Leawood, KS
August 5, 2016 - Present
PRIVATE CLIENT SERVICES, LLCCurrent·CRD# 120222
RIA
BD
2045 W 141st Terrace, Leawood, KS 66224
July 29, 2016 - Present

Past

VSR FINANCIAL SERVICES, INC.Past·CRD# 14503
RIA
Overland Park, KS
January 5, 2004 - May 16, 2016
VSR FINANCIAL SERVICES, INC.Past·CRD# 14503
BD
Overland Park, KS
July 21, 2003 - May 16, 2016

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Current Firm

GF
GREENLEAF FINANCIAL NETWORK, LLC

BRIGANDINE CAPITAL | THE YUCCA GROUP | REALS & ASSOCIATES | R.D. SHAARA INSURANCE AND INVESTMENTS | PLANNERS FOR FINANCIAL SUCCESS | GREENLEAF FINANCIAL NETWORK, LLC | FEENEY FINANCIAL

CRD#: 284165 / SEC#: 801-136600
RIA
Registered Investment Advisory firm - SEC (6/26/2026 Approved)
Illinois
Registered Investment Advisory firm - Illinois (10/14/2020 Terminated)
Kansas
Registered Investment Advisory firm - Kansas (7/6/2026 Terminated)
Maryland
Registered Investment Advisory firm - Maryland (9/1/2026 Terminated)
Missouri
Registered Investment Advisory firm - Missouri (7/2/2026 Terminated)
Nevada
Registered Investment Advisory firm - Nevada (12/31/2018 Terminated)
New Jersey
Registered Investment Advisory firm - New Jersey (8/7/2026 Terminated)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (7/6/2026 Terminated)
Texas
Registered Investment Advisory firm - Texas (7/2/2026 Terminated)
Virginia
Registered Investment Advisory firm - Virginia (7/8/2026 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

Leawood, KS

Phone Number

(913) 515-3517

# of Employees

11

SEC notice filing (11 States and Territories)

Registered to provide investment advisory services in 11 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A-GREENLEAF FINANCIAL NETWORK, LLC (5/29/2026)

Regulatory Assets Under Management

Total Number of Accounts

329

AUM (Assets Under Management)

$123,695,747

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Greenleaf Financial Network; 14459 Chadwick St., Leawood, KS 66224; investment-related; Greenleaf Financial Network is a registered investment advisory firm; Mr. Beary is an investment adviser representative; start date: 07/2016; hours per month: 5; hours per month during trading hours: 5. 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 adviser 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.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GF
GREENLEAF FINANCIAL NETWORK, LLC

BRIGANDINE CAPITAL | THE YUCCA GROUP | REALS & ASSOCIATES | R.D. SHAARA INSURANCE AND INVESTMENTS | PLANNERS FOR FINANCIAL SUCCESS | GREENLEAF FINANCIAL NETWORK, LLC | FEENEY FINANCIAL

CRD#: 284165 / SEC#: 801-136600
RIA
Registered Investment Advisory firm - SEC (6/26/2026 Approved)
Illinois
Registered Investment Advisory firm - Illinois (10/14/2020 Terminated)
Kansas
Registered Investment Advisory firm - Kansas (7/6/2026 Terminated)
Maryland
Registered Investment Advisory firm - Maryland (9/1/2026 Terminated)
Missouri
Registered Investment Advisory firm - Missouri (7/2/2026 Terminated)
Nevada
Registered Investment Advisory firm - Nevada (12/31/2018 Terminated)
New Jersey
Registered Investment Advisory firm - New Jersey (8/7/2026 Terminated)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (7/6/2026 Terminated)
Texas
Registered Investment Advisory firm - Texas (7/2/2026 Terminated)
Virginia
Registered Investment Advisory firm - Virginia (7/8/2026 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Kansas
(7/29/2016)
IAR
Kansas
(8/5/2016)
IAR
Texas
(5/17/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Dec 2003About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 2003About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Dec 2004About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Michael James Beary's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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