Unclaimed
David Bryce Crupper is a financial advisor with Fisher Investments, a firm that has a strong focus on investment management. David has a broad range of experience in the financial services industry, having previously worked at Waddell & Reed, Ameriprise Financial Services, and Valic Financial Advisors. David is registered with the state of Kansas and Texas as an investment advisor representative. David holds the Series 7, 7TO, and SIE licenses. David is also a member of the Investment Management Consultants Association.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
09/07/2023 - Present
Fisher Investments (OLATHE KS)
KS
11/22/2013 - 05/26/2021
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
PA
05/03/2021 - 05/24/2021
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
KS
11/22/2013 - 04/21/2021
WADDELL & REED (OVERLAND PARK KS)
KS
02/22/2012 - 11/19/2013
AMERIPRISE FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
KS
03/28/2011 - 02/09/2012
VALIC FINANCIAL ADVISORS, INC. (OVERLAND PARK KS)
KS
12/02/2009 - 03/25/2011
AMERIPRISE FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
KS
10/05/2009 - 10/16/2009
AMERIPRISE FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
KS
09/20/2007 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (OVERLAND PARK KS)
BOTH
Issued 10/04/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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