George
Daimler

Cruice Financial Organization Or Cfo Capital Management

CRD#7002536
Investment Advisor
in Mission, KS

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About this Advisor

George Daimler is a financial advisor based out of Mission, Kansas with 3 years of relevant experience. Daimler is on the advisory team at Cruice Financial Organization Or Cfo Capital Management. Over the course of their career, they have held roles at Johnson & Johnson, Pdi Healthcare, Altria Group, United Planners' Financial Services Of America A Limited Partner, Cruice Investment Advisors, LTD and Ethicon Us Inc. Daimler maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to advise clients in Connecticut and Kansas. Cruice Financial Organization Or Cfo Capital Management is a registered investment firm that has its headquarters in Westport, CT. It has offices in four locations and a total of six advisors. It controls $170 million in assets under management among its 539 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 539 accounts, 21% are associated with high-net-worth clients who have at least $1 million in investable assets. Cruice Financial Organization Or Cfo Capital Management offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules usually depend on which service is provided. However, fees billed by Cruice Financial Organization Or Cfo Capital Management most likely are comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6405 Metcalf Avenue Suite 207
Mission, KS 66202

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Cruice Financial Organization Or Cfo Capital Management Brokerage Details

Total Assets Under Management

$170,252,630

KS Average: $5,297,377,271
Total Number of Employees

6

KS Average: 35
Total Number of Accounts

539

KS Average: 690
Average Account Size

$315,868

KS Average: $7,677,358

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

George has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Cruice Investment Advisors, LTD

2018 - 2021 (3 years)

United Planners' Financial Services Of America A Limited Partner

2018 - 2020 (2 years)

Cruice Investment Advisors, LTD

2017 - 2018 (1 year)

Johnson & Johnson

2017 - 2019 (2 years)

Ethicon Us Inc

2016 - 2017 (1 year)

Pdi Healthcare

2010 - 2015 (5 years)

Altria Group

*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 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 Cruice Financial Organization Or Cfo Capital Management

George Daimler
Mission, KS
Timothy Tymniak
Westport, CT
David Peters
Richmond, VA
Joseph Tatusko
Westport, CT
James Cruice
Westport, CT
William Webster Jr.
Old Saybrook, 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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