David
Gies

Fci Advisors

CRD#5734716
Investment Advisor
in Leawood, KS

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About this Advisor

David Gies is a financial advisor who works out of Leawood, Kansas, who has been in the financial industry for 13 years. Gies currently works for Fci Advisors. During their career, the advisor has held roles at Wilton Financial Planning, Reby Advisors, Coleman Financial Advisory Group, Ameriprise Financial Services, LLC and Fci Advisors. Gies maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Connecticut. Fci Advisors is a registered investment firm that has its headquarters in Leawood, Kansas. The firm has offices in five locations and a total of 61 employees. It manages $15 billion in assets between its 13,107 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 141 charities and foundations. Of its 13,107 client accounts, 23% belong to high-net-worth individuals who have at least $1 million in assets. Fci Advisors performs a wide set of services, such as 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. Fees charged by financial advisors are based on which services the firm provides the client. Fee types billed by Fci Advisors likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

13 years

Services Offered

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

Fee Structure

Percentage of Assets, Subscription Fees, Fixed Fees

Disclosures

No

Office Location

5901 College Boulevard Suite 110
Leawood, KS 66211

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Fci Advisors Brokerage Details

Total Assets Under Management

$14,471,827,462

KS Average: $2,243,162,756
Total Number of Employees

61

KS Average: 44
Total Number of Accounts

13,107

KS Average: 4,091
Average Account Size

$1,104,130

KS Average: $548,316

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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 13 years of experience.

2021 - Present (1 year)

Fci Advisors

2020 - 2021 (1 year)

Ameriprise Financial Services, LLC

2018 - 2020 (2 years)

Coleman Financial Advisory Group

2012 - 2018 (6 years)

Reby Advisors

2009 - 2013 (4 years)

Wilton Financial Planning

Disclosures

David Gies has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fci Advisors

William Koehler
Leawood, KS
Gregory Francoeur
Shelton, CT
Emily West
Leawood, KS
Jenna Rose
Leawood, KS
Dustin Cook
Leawood, KS
Melissa Kronick
Shelton, CT
Blake Koedam
Leawood, KS
Stephen Lawler
Leawood, KS

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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