linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael James Beary

Greenleaf Financial Network, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael James Beary

Michael James Beary is a financial advisor based in Leawood, Kansas. Michael has been in the financial services industry since 2003 and is currently registered with Greenleaf Financial Network, LLC. Michael has a strong track record of providing financial advice to individuals and families. Michael offers a variety of financial services, including financial planning, pension consulting, and portfolio management. Michael is committed to helping clients achieve their financial goals.

Firm Information

Michael Beary is currently registered with Greenleaf Financial Network, LLC. Greenleaf Financial Network, LLC is an independent financial advisory firm with over 290 clients and approximately $85 million in assets under management. They offer financial planning, pension consulting, selection of other advisers, and portfolio management for individuals. The firm's client base includes high-net-worth individuals and individuals other than high-net-worth. They have 9 investment adviser representatives and 6 licensed agents.

$85.51M

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Beary’s Registration & Firm History

KS

09/20/2016 - Present

Greenleaf Financial Network, LLC (LEAWOOD KS)

KS

07/21/2003 - 05/16/2016

VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)

Not sure if Michael James Beary is right for you?

Licenses & Designations

BOTH

Issued 12/22/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/08/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/18/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael James Beary.
Not sure if Michael James Beary is right for you?