linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Dennis Patrick Schumann

FCI Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Dennis? Claim Your Profile

About Dennis Patrick Schumann

Dennis Patrick Schumann is an investment advisor representative with FCI Advisors, a registered investment advisor firm. Dennis Patrick Schumann is licensed in Missouri and has been in the industry for 21 years. Dennis Patrick Schumann holds a Series 7, 87, and 63 license and is a CFA. Dennis Patrick Schumann specializes in providing portfolio management for individuals, businesses, pooled investment vehicles and investment companies, as well as asset allocation, financial planning, and publication of periodicals.

Firm Information

Dennis Schumann 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Dennis Schumann’s Registration & Firm History

KS

08/07/2012 - Present

FCI Advisors (OVERLAND PARK KS)

MO

03/19/1998 - 10/14/2008

EDWARD JONES (ST LOUIS MO)

Not sure if Dennis Patrick Schumann is right for you?

Licenses & Designations

BC

Issued 04/24/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/16/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 03/18/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dennis Patrick Schumann.
Not sure if Dennis Patrick Schumann is right for you?