Unclaimed Profile

Ute Daley Clune

FINANCIAL COUNSELORS INC·OVERLAND PARK, Kansas

Series 7, Series 65, Series 66Clean record16 years registeredFINANCIAL COUNSELORS INC

5901 COLLEGE BOULEVARD, OVERLAND PARK, KS 66211CRD# 4675342Firm CRD# 106398

Profile Verification

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

Identity

Ute Daley Clune · OVERLAND PARK, KS

Registration

CRD #4675342 · FINANCIAL COUNSELORS INC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FINANCIAL COUNSELORS INC

FCI ADVISORS

Mar 2010 – Jul 2025

Shelton, CT

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Series 66

Registration record

First registered · March 12, 2010

Years registered · 16

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 Ute Daley Clune offer?

Ute Daley Clune specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Ute Daley Clune's credentials?

Ute Daley Clune is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ute Daley Clune located?

Ute Daley Clune is based in OVERLAND PARK, Kansas, last registered with FINANCIAL COUNSELORS INC.

How does Ute Daley Clune charge for services?

Ute Daley Clune'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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