Unclaimed Profile

Bryan Anthony Unterhalter

FINANCIAL COUNSELORS INC·OVERLAND PARK, Kansas

Series 7, Series 63, Series 65Clean record9 years registeredFINANCIAL COUNSELORS INC

5901 COLLEGE BOULEVARD, OVERLAND PARK, KS 66211CRD# 2372916Firm CRD# 106398

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bryan Anthony Unterhalter · OVERLAND PARK, KS

Registration

CRD #2372916 · FINANCIAL COUNSELORS INC · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FINANCIAL COUNSELORS INC

FCI ADVISORS

May 2017 – Jul 2025

OVERLAND PARK, KS

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · May 18, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL COUNSELORS INC

CRD 106398 · SEC 801-48195

AUM

$15.1B

Regulatory assets under management

Employees

14,421 client accounts

Services offered by FINANCIAL COUNSELORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at FINANCIAL COUNSELORS INC →

Introduction

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Frequently Asked Questions

What services does Bryan Anthony Unterhalter offer?

Bryan Anthony Unterhalter specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Bryan Anthony Unterhalter's credentials?

Bryan Anthony Unterhalter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bryan Anthony Unterhalter located?

Bryan Anthony Unterhalter is based in OVERLAND PARK, Kansas, last registered with FINANCIAL COUNSELORS INC.

How does Bryan Anthony Unterhalter charge for services?

Bryan Anthony Unterhalter's firm is compensated through percentage of aum, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL COUNSELORS INC?

FINANCIAL COUNSELORS INC has approximately 68 employees and manages $15.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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