Claim Profile
DA

David Bruce Anderson

FINANCIAL COUNSELORS INC·KANSAS CITY, Missouri
Unclaimed Profile
442 WEST 47TH STREET, KANSAS CITY, MO 64112-1903CRD# 5137304Firm CRD# 106398
01

About

David Bruce Anderson is a registered financial advisor based in KANSAS CITY, Missouri, affiliated with FINANCIAL COUNSELORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
FINANCIAL COUNSELORS INC
FCI ADVISORS
AUM
$15.1B
Regulatory assets under management
Employees
68
Total firm employees
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
04

Background

Compensation
Percentage of AUM
Fixed fees
Subscription fees
Regulatory
SEC/IARD CRD# 5137304
Firm CRD# 106398
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in KANSAS CITY?

Browse all registered financial advisors in KANSAS CITY, Missouri or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does David Bruce Anderson offer?
David Bruce Anderson specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in KANSAS CITY, Missouri for a consultation.
What are David Bruce Anderson's credentials?
David Bruce Anderson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Bruce Anderson located?
David Bruce Anderson is based in KANSAS CITY, Missouri, working with FINANCIAL COUNSELORS INC. Their office serves clients in the KANSAS CITY metropolitan area and surrounding communities.
How does David Bruce Anderson charge for services?
David Bruce Anderson'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty