Michael Beary has been Managing Member/CCO of Greenleaf Financial Network since August 2016, is a control person of the firm and directly owns 75% or more of it.
Greenleaf Financial Network, LLC is a firm with $124M under management, 189 clients and 11 advisers across 10 offices, as of its August 2026 filing.
Michael Beary’s longest registration was 12 years at VSR Advisory Services (2004–2016). Before joining Greenleaf Financial Network in 2016, Michael Beary was registered through VSR Advisory Services.
- – present · 10 yearsLeawood, KS · Adviser representative · Firm CRD 284165
- VSR Advisory Services– · 12 yearsOverland Park, KS · Adviser representative · Firm CRD 14503
Investment adviser representative registrations
Michael Beary is registered as an investment adviser representative in 2 states. The first approvals date from August 2016; the most recent is Texas, in May 2017.
- KansasSince 5 August 2016
- TexasSince 17 May 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 8 December 2004 |
| Series 66 | Uniform Combined State Law Examination | 22 December 2003 |
| Series 7 | General Securities Representative Examination | 18 July 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael James Beary
- CRD
- 4409175
- Firm
- Greenleaf Financial Network · CRD 284165
- Role
- Managing Member/CCO
- Office
- Leawood, KS
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2003
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Michael Beary work?
Michael Beary has been Managing Member/CCO of Greenleaf Financial Network, LLC since August 2016, and is a control person of the firm.
Is Michael Beary a financial advisor?
Yes. Michael Beary has a current investment-adviser registration in Kansas and Texas, through Greenleaf Financial Network since August 2016.
How many years of experience does Michael Beary have?
Michael Beary has 23 years in the financial industry, since October 2003, across 2 adviser firms.
What exams has Michael Beary passed?
Michael Beary has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in July 2003. FINRA credited Michael Beary with the SIE, which began in October 2018.
Where did Michael Beary work before Greenleaf Financial Network?
Before Greenleaf Financial Network, Michael Beary was registered through VSR Advisory Services, January 2004 to May 2016.
Where is Michael Beary based?
Michael Beary’s registered office is in Leawood, KS.
Is Michael Beary registered with FINRA?
Yes. Michael Beary has a current broker registration, under CRD 4409175.
Source: FINRA BrokerCheck
How can I verify Michael Beary’s record?
Search CRD 4409175 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Michael Beary’s full registration record.