David Gies (CRD# 5734716) is an Investment Advisor Representative working at Fci Advisors in Overland Park, KS and has over 14 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fci Advisors | Overland Park, KS | Feb 2021 - Current | 3 |
| Ameriprise Financial Services, LLC | Shelton, CT | Oct 2020 - Feb 2021 | < 1 |
| Coleman Financial Advisory Group | Waterbury, CT | Jul 2018 - Oct 2020 | 2 |
| Reby Advisors | Danbury, CT | Nov 2012 - Jul 2018 | 5 |
| Self-employed | Southbury, CT | Jun 2010 - Jul 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2010 |
- CT
-
Total Assets Under Management15,084MILLIONS
-
Total Number of Accounts14,421ACCOUNTS
-
Average Account Value$1,045,962
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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