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Ute Daley Clune

FCI Advisors

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About Ute Daley Clune

Ute Daley Clune is a registered investment advisor representative with FCI Advisors. Ute has been in the financial services industry since 2006 and has passed the Series 7, 65 and 66 exams. Ute has experience working with a variety of clients including high-net-worth individuals, charitable organizations, insurance companies, and investment companies. Ute provides services including financial planning, asset allocation, portfolio management, and publication of periodicals.

Firm Information

Ute Clune 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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Ute Clune’s Registration & Firm History

KS

03/12/2010 - Present

FCI Advisors (OVERLAND PARK KS)

CT

10/03/2006 - 06/16/2009

WRIGHT INVESTORS' SERVICE DISTRIBUTORS, INC. (SHELTON CT)

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Licenses & Designations

IA

Issued 03/20/2010

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 10/10/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/02/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ute Daley Clune.
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