George
Daimler
Cfo Capital Management, LLC
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About this Advisor
George Daimler is a financial advisor based in Mission, Kansas, working with Cfo Capital Management, LLC. George has previously held positions at Johnson & Johnson, Pdi Healthcare, Altria Group, United Planners' Financial Services Of America A Limited Partner, Cruice Investment Advisors, LTD, and Ethicon Us Inc. George has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Connecticut and Kansas. Currently, George is part of Cfo Capital Management, LLC, which operates out of Mission, Kansas. The firm has 4 offices and 6 employees. The firm manages assets totaling $187.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Cfo Capital Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cfo Capital Management, LLC Brokerage Details
$187,426,202
6
517
$362,527
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
George Daimler Work History
Cruice Investment Advisors, LTD
United Planners' Financial Services Of America A Limited Partner
Cruice Investment Advisors, LTD
Johnson & Johnson
Ethicon Us Inc
Pdi Healthcare
Altria Group
Disclosures
Please visit the SEC profile of George Daimler 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 Cfo Capital Management, LLC
Mission, KS
Fairfield, CT
Fairfield, CT
Fairfield, CT
Old Saybrook, CT
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
