David
Gies
Fci Advisors
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About this Advisor
David Gies is a financial advisor working out of Leawood, Kansas with 2 years of industry experience. Gies is an employee of Fci Advisors. Throughout their career, Gies has worked at Wilton Financial Planning, Reby Advisors, Coleman Financial Advisory Group, Ameriprise Financial Services, LLC and Fci Advisors. Gies has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Connecticut. Fci Advisors is an advisory company operating out of Leawood, KS. It has offices in six locations and a total of 67 financial advisors. It handles $13 billion in assets under management across its 13,818 client accounts, placing it among the largest firms in the country by assets under management. The firm serves 155 charitable organizations. Of its 13,818 customer accounts, 22% are held by high-net-worth clients who have greater than $1 million in assets. The business offers a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Financial advisory fees typically are based on which services the firm provides the client. Fees charged by Fci Advisors can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fci Advisors Brokerage Details
$12,844,217,759
67
13,818
$929,528
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
David Gies Work History
David has been registered as a financial advisor for 2 years.*
Fci Advisors
Ameriprise Financial Services, LLC
Coleman Financial Advisory Group
Reby Advisors
Wilton Financial Planning
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Gies to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fci Advisors
Leawood, KS
Leawood, KS
Leawood, KS
Shelton, CT
Leawood, KS
Leawood, KS
Shelton, CT
Leawood, KS
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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