George Daimler, financial advisor Overland Park KS

George Daimler

CRD Number: 7002536
Current Firm: Cfo Capital Management, LLC

George Daimler (CRD# 7002536) is an Investment Advisor Representative working at Cfo Capital Management, LLC in Overland Park, KS and has over 5 years of experience in the finance industry.

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Cruice Investment Advisors, Ltd. Westport, CT Jan 2020 - Current 4
United Planners' Financial Services Of America A Limited Partner Las Vegas, NV Sep 2018 - Feb 2021 2
Cruice Investment Advisors, Ltd. Westport, CT Aug 2018 - Jan 2020 1
Ethicon Us Inc. Cincinnati, OH Jun 2017 - Apr 2019 1
Johnson & Johnson New Brunswick, NJ Jun 2017 - Jul 2018 1
Pdi Healthcare Orangeburg, NY Jan 2016 - May 2017 1
Altria Group Richmond, VA May 2010 - Dec 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2018
S66 NASAA Uniform Combined State Law Examination Mar 2019
Contact Info for George T. Daimler
Phone Number: 203-656-0033/221-0202
Registered State(s):
  • CT
  • KS
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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