Craig
Rockey
Fci Advisors
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About this Advisor
Craig Rockey is a financial advisor based in Leawood, Kansas, working with Fci Advisors. Craig has previously held positions at J.P. Morgan Securities LLC, Jpmorgan Chase Bank Na, and Mainstreet Advisors. Craig has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois and Kansas. Currently, Craig is part of Fci Advisors, which operates out of Leawood, Kansas. The firm has 6 offices and 68 employees. The firm manages assets totaling $15.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Fci Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fci Advisors Brokerage Details
$15,083,813,669
68
14,421
$1,045,962
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
Craig Rockey Work History
Mainstreet Advisors
J.P. Morgan Securities LLC
Jpmorgan Chase Bank Na
Disclosures
Please visit the SEC profile of Craig Rockey 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
Englewood, CO
Leawood, KS
Leawood, KS
Leawood, KS
Westerville, OH
Leawood, KS
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
