Kirby
Cundiff

Vci Wealth Management LLC

CRD#7320179
Investment Advisor
in Valley Park, MO

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About this Advisor

Kirby Cundiff is a financial advisor based in Valley Park, Missouri, working with Vci Wealth Management LLC. Kirby has previously held positions at Ae Wealth Management, LLC, Fefa, LLC, University Of Maryland Global Campus, Park University, Fefa Asset Management, LLC, Vci Wealth Management LLC, and University Of Maryland Global Campus. Kirby is registered to provide services in Missouri. Currently, Kirby is part of Vci Wealth Management LLC, which operates out of Valley Park, Missouri. The firm has 23 employees and manages assets totaling $191.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Vci Wealth Management LLC includes asset-based fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

530 Vance Road
Valley Park, MO 63088

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Vci Wealth Management LLC Brokerage Details

Total Assets Under Management

$191,398,581

MO Average: $11,469,110,461
Total Number of Employees

23

MO Average: 458
Total Number of Accounts

5,879

MO Average: 33,415
Average Account Size

$32,556

MO Average: $343,232

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Kirby Cundiff Work History

2023 - Present (1 year)

Vci Wealth Management LLC

2022 - Present (2 years)

Fefa Asset Management, LLC

2020 - Present (4 years)

University Of Maryand Global Campus

2021 - 2023 (2 years)

Ae Wealth Management, LLC

2020 - 2020 (< 1 year)

Fefa, LLC

2017 - 2020 (3 years)

University Of Maryland Global Campus

2014 - 2016 (2 years)

Park University

Disclosures

Please visit the SEC profile of Kirby Cundiff 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 Vci Wealth Management LLC

Kirby Cundiff
Valley Park, MO
Andrew Stringer
Valley Park, MO
Austin Hanse
Valley Park, MO
William Rosen
Valley Park, MO
Lucas Wapinsky
Valley Park, MO
John Girault Iii
Valley Park, MO
Amy Weigand
Valley Park, MO
Kacy Brannum
Valley Park, MO

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.

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