John
Ratliff

Fci Advisors

CRD#6186606
Investment Advisor
in Leawood, KS

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About this Advisor

John Ratliff is a certified financial planner working in Leawood, Kansas, with 3 years of industry experience. Ratliff currently works for Fci Advisors. Throughout their career, Ratliff has worked at Edward Jones, Bank Of Oklahoma, T-Mobile, Northeastern State University, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Fci Advisors. Ratliff maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Kansas. Fci Advisors is a financial advisory business based out of Leawood, KS. The investment advisory business has offices in six locations and a total of 67 employees. It has $13 billion in assets under management among its 13,818 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 155 charities and foundations. Of its 13,818 customer accounts, 22% belong to high-net-worth individuals who have greater than $1 million in assets. Fci Advisors provides 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. Financial management fees depend on which services the firm provides the client. However, fees charged by Fci Advisors can include some combination of asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 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

John Ratliff Work History

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

2022 - Present (2 years)

Fci Advisors

2020 - 2022 (2 years)

Fci Advisors

2018 - 2020 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2018 (2 years)

Bank Of America, N.A

2015 - 2016 (1 year)

Edward Jones

2014 - 2015 (1 year)

Bank Of Oklahoma

2013 - 2014 (1 year)

T-Mobile

2012 - 2013 (1 year)

T-Mobile

2009 - 2017 (8 years)

Northeastern State University

*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 John Ratliff 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

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

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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