Unclaimed Profile

John David Callegari

FINANCIAL COUNSELORS INC·OVERLAND PARK, Kansas

Series 7, Series 63, Series 65Clean record26 years registeredFINANCIAL COUNSELORS INC

5901 COLLEGE BOULEVARD, OVERLAND PARK, KS 66211CRD# 3122598Firm CRD# 106398

Profile Verification

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

Identity

John David Callegari · OVERLAND PARK, KS

Registration

CRD #3122598 · FINANCIAL COUNSELORS INC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FINANCIAL COUNSELORS INC

FCI ADVISORS

Jan 2019 – Jul 2025

Vancouver, WA

HARVEST CAPITAL ADVISORS INC.

Feb 2005 – Sep 2011

BELLEVUE, WA

CHARLES SCHWAB & CO., INC.

Jun 2000 – Jan 2005

VANCOUVER, WA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · June 23, 2000

Years registered · 26

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 John David Callegari offer?

John David Callegari specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are John David Callegari's credentials?

John David Callegari is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John David Callegari located?

John David Callegari is based in OVERLAND PARK, Kansas, last registered with FINANCIAL COUNSELORS INC.

How does John David Callegari charge for services?

John David Callegari'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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