Unclaimed Profile

Ute Daley Clune

FINANCIAL COUNSELORS INC·OVERLAND PARK, Kansas

Clean recordFINANCIAL 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Ute Daley Clune is a registered financial advisor based in OVERLAND PARK, Kansas, affiliated with FINANCIAL COUNSELORS INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

FINANCIAL COUNSELORS INC

FCI ADVISORS

AUM

$15.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at FINANCIAL COUNSELORS INC →

Services

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Market timing services

Other

Background

Compensation

Percentage of AUM

Fixed fees

Subscription fees

Regulatory

SEC/IARD CRD# 4675342

Firm CRD# 106398

View on FINRA BrokerCheck →

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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. Contact their office in OVERLAND PARK, Kansas for a consultation.

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, working with FINANCIAL COUNSELORS INC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.

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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