Gary
Cloud

Fci Advisors

CRD#1106183
Investment Advisor
in Leawood, KS

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About this Advisor

Gary Cloud is a chartered financial analyst operating in Leawood, Kansas who has 19 years of relevant experience. Cloud is an employee of Fci Advisors. They have been an employee of Fci Advisors for the entirety of their career. Cloud maintains a Series 63 license, qualifying them as a securities representative, and is able to advise clients in Kansas. Fci Advisors is a registered investment firm operating out of Leawood, KS. The investment advisory business has offices in six locations and a total of 67 financial advisors. It handles $13 billion in assets under management between its 13,818 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 155 charities and foundations. Of its 13,818 accounts, 22% are associated with high-net-worth investors who have at least $1 million in investable assets. The business has a number 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 usually depend on which services are offered. However, fees billed by Fci Advisors can be comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

19 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

Office Location

5901 College Boulevard Suite 110
Leawood, KS 66211

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Fci Advisors Brokerage Details

Total Assets Under Management

$12,844,217,759

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

67

KS Average: 44
Total Number of Accounts

13,818

KS Average: 4,091
Average Account Size

$929,528

KS Average: $548,316

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

Gary Cloud Work History

Gary has been registered as a financial advisor for 19 years.*

2003 - Present (21 years)

Financial Counselors, Inc

*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 Gary Cloud 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

Emily West
Leawood, KS
Dustin Cook
Leawood, KS
Dennis Schumann
Leawood, KS
Gregory Francoeur
Shelton, CT
Jeffrey Ream
Leawood, KS
William Koehler
Leawood, KS
Jenna Rose
Leawood, KS
Melissa Kronick
Shelton, CT

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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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.

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