Unclaimed Profile

Daniel Philip Spurgeon

SCOUT INVESTMENTS, INC.·KANSAS CITY, Missouri

SCOUT INVESTMENTS, INC.

1201 WALNUT ST, KANSAS CITY, MO 64106CRD# 2707634Firm CRD# 111787

Profile Verification

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

Identity

Daniel Philip Spurgeon · KANSAS CITY, MO

Registration

CRD #2707634 · SCOUT INVESTMENTS, INC.

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

Daniel Philip Spurgeon is a registered financial advisor based in KANSAS CITY, Missouri, affiliated with SCOUT INVESTMENTS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

SCOUT INVESTMENTS, INC.

AUM

$33.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at SCOUT INVESTMENTS, INC. →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 2707634

Firm CRD# 111787

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Philip Spurgeon offer?

Daniel Philip Spurgeon specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in KANSAS CITY, Missouri for a consultation.

What are Daniel Philip Spurgeon's credentials?

Daniel Philip Spurgeon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Philip Spurgeon located?

Daniel Philip Spurgeon is based in KANSAS CITY, Missouri, working with SCOUT INVESTMENTS, INC.. Their office serves clients in the KANSAS CITY metropolitan area and surrounding communities.

How does Daniel Philip Spurgeon charge for services?

Daniel Philip Spurgeon's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SCOUT INVESTMENTS, INC.?

SCOUT INVESTMENTS, INC. has approximately 53 employees and manages $33.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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