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Craig Douglas Rockey

FCI Advisors

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About Craig Douglas Rockey

Craig Rockey is an investment advisor representative with FCI Advisors, and has been with the firm since April of 2017. Prior to that, Craig Rockey worked with J.P. Morgan Securities LLC. Craig Rockey is registered with the state of Illinois and Kansas, and has passed the Series 65, Series 63, Series 7, and SIE exams. Craig Rockey specializes in asset allocation services, financial planning, and portfolio management for individuals, businesses, and investment companies.

Firm Information

Craig Rockey is currently registered with FCI Advisors. FCI Advisors is an investment advisor based in Overland Park, KS. They provide a range of advisory services including financial planning, asset allocation, portfolio management, and selection of other advisors. They manage approximately $15 billion in assets for a variety of clients, including individuals, corporations, charitable organizations, and investment companies.
FCI Advisors

5901 COLLEGE BOULEVARD

OVERLAND PARK, KS 66211

$15.08B

Assets Under Management

5

Total Clients

39

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation services

Asset allocation services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Craig Rockey’s Registration & Firm History

KS

03/13/2024 - Present

FCI Advisors (OVERLAND PARK KS)

IL

06/25/2013 - 04/03/2017

J.P. MORGAN SECURITIES LLC (NORTHBrook IL)

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Licenses & Designations

IA

Issued 12/31/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/15/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/03/2017

SIE - Securities Industry Essentials Examination

BC

Issued 06/25/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Craig Douglas Rockey.
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