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David Gies

FCI Advisors

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About David Gies

David Gies is a financial advisor with FCI Advisors, based in Overland Park, KS. David has been working in the financial services industry since 2009. David has been registered with the state of Connecticut since March 8, 2021. David specializes in asset allocation services, financial planning, and portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

Firm Information

David Gies 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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David Gies’s Registration & Firm History

KS

03/08/2021 - Present

FCI Advisors (OVERLAND PARK KS)

CT

11/10/2020 - 02/26/2021

AMERIPRISE FINANCIAL SERVICES, LLC (SHELTON CT)

CT

07/23/2018 - 11/09/2020

SECURITIES AMERICA, INC. (WATERBURY CT)

CT

12/11/2012 - 07/16/2018

TRIAD ADVISORS LLC (DANBURY CT)

CT

07/01/2010 - 12/31/2011

CAMBRIDGE INVESTMENT RESEARCH, INC. (SHELTON CT)

CT

12/18/2009 - 07/02/2010

AMERIPRISE FINANCIAL SERVICES, INC. (SOUTHBURY CT)

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Licenses & Designations

BOTH

Issued 01/19/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/24/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Gies.
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