Tamara S. Stelting

ALLOS INVESTMENT ADVISORS

Overland Park, KS 66213

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CRD#: 7429235

Professional summary

Tamara Sue Stelting, who also goes by Tamara S Daniels, Tamara S Stelting, is a registered financial advisor currently at ALLOS INVESTMENT ADVISORS, LLC located in Overland Park, Kansas and SEARCY FINANCIAL SERVICES, INC. located in Overland Park, Kansas.

Tamara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Tamara has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tamara S Daniels | Tamara S Stelting

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tamara Sue Stelting's CRS (Customer Relationship Summary).

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®

None

Experience

Current

August 7, 2024 - Present

ALLOS INVESTMENT ADVISORS, LLC

Office #1: 12980 Foster Street Suite 160, Overland Park, KS 66213

RIA

CRD#: 155541

Overland Park, KS

Current

August 7, 2024 - Present

SEARCY FINANCIAL SERVICES, INC.

Office #1: 12980 Foster Street Suite 160, Overland Park, KS 66213-2703

RIA

CRD#: 105807

Overland Park, KS

Past

September 21, 2021 - March 20, 2024

FAMILY INVESTMENT CENTER

RIA

CRD#: 113799

Lenexa, KS

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".

SEARCY FINANCIAL SERVICES, INC.

SEARCY FINANCIAL SERVICES LLC | SEARCY FINANCIAL SERVICES, INC.

CRD#: 105807 / SEC#: 801-16377

RIA

Registered Investment Advisory firm - (9/24/1981 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Kansas
(8/7/2024)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/3/2021

Uniform Investment Adviser Law Examination

Current Firm

SEARCY FINANCIAL SERVICES, INC.

SEARCY FINANCIAL SERVICES LLC | SEARCY FINANCIAL SERVICES, INC.

CRD#: 105807 / SEC#: 801-16377

RIA

Registered Investment Advisory firm - (9/24/1981 Approved)

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Contact information

Main Address

12980 Foster Street Suite 160, Overland Park, KS 66213-2703

Mailing Address

Phone number

(913) 814-3800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SEARCY BROCHURE (3/4/2025)

Regulatory assets under management

Total Number of Accounts	1,048
AUM (Assets Under Management)	$ 447,672,389

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/21/2025	Cover Page	Report
06/03/2025	Cover Page	Report
03/24/2025	Cover Page	Report
03/20/2024	Cover Page	Report
03/01/2023	Cover Page	Report

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.

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Tamara S. Stelting

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tamara Sue Stelting's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLOS INVESTMENT ADVISORS, LLC

SEARCY FINANCIAL SERVICES, INC.

FAMILY INVESTMENT CENTER

Primary Firm SEC Registration

SEARCY FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/3/2021

Current Firm

SEARCY FINANCIAL SERVICES, INC.

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SEARCY FINANCIAL SERVICES, INC.

TRUST BUT VERIFY

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