Bradley
Bergman

Fci Advisors

CRD#4356580
Investment Advisor
in Kansas City, MO

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About this Advisor

Bradley Bergman is a financial advisor based in Kansas City, Missouri with a total of 22 years of industry experience. Bergman is currently employed by Fci Advisors. Over the course of their career, they have held roles at Financial Counselors, Inc, Midwest Trust Company, Fci Holding Corporation and Blue Ridge Bank And Trust Company. Bergman holds a Series 65 license, designating them as an investment advisor representative, and can work in Kansas. Fci Advisors is a company operating out of Leawood, KS. The firm has offices in six locations and a total of 67 people on staff. It oversees $13 billion in assets under management across its 13,818 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 155 charities and foundations. Of its 13,818 client accounts, 22% belong to high-net-worth investors who have greater than $1 million in investable assets. Fci Advisors 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. A financial advisor's fees typically depend on which service is offered. Fees billed by Fci Advisors most likely include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

22 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

442 West 47Th Street
Kansas City, MO 64112

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Fci Advisors Brokerage Details

Total Assets Under Management

$12,844,217,759

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

67

MO Average: 44
Total Number of Accounts

13,818

MO Average: 4,091
Average Account Size

$929,528

MO 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

Bradley Bergman Work History

Bradley has been registered as a financial advisor for 22 years.*

2002 - Present (22 years)

Blue Ridge Bank And Trust Company

2000 - Present (24 years)

Financial Counselors, Inc

2000 - Present (24 years)

Fci Holding Corporation

1993 - Present (31 years)

Midwest Trust Company

*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 Bradley Bergman 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
Jeffrey Ream
Leawood, KS
William Koehler
Leawood, KS
Gregory Francoeur
Shelton, CT
Dennis Schumann
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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