# FINANCIAL COUNSELORS INC

FINANCIAL COUNSELORS INC of OVERLAND PARK, KS is an SEC-registered investment adviser.

## Registration

- CRD: 106398
- Type: SEC-registered investment adviser
- SEC file number: 801-48195
- Location: 5901 COLLEGE BOULEVARD, SUITE 110, OVERLAND PARK, KS, 66211
- Phone: 913-663-0680
- Latest filing: 2026-03-12
- Regulatory AUM: $1.5B
- Discretionary AUM: $1.5B
- Non-discretionary AUM: $5.4M
- Clients: 22
- Accounts: 715

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Investment cos

## Officers, owners & control persons (71)

_Showing 25 of 71 people._

| Name | Role | Location |
| --- | --- | --- |
| Mark Sterling Allison | DIRECTOR, EXECUTIVE VICE PRESIDENT, PORTFOLIO MANAGER | — |
| William Michael Courtney | DIRECTOR, SENIOR VICE PRESIDENT, CO-CHIEF INVEST. OFFICER-SELECT GROWTH | — |
| Peter Gordon Greig | DIRECTOR, SENIOR VICE PRESIDENT, CO-CHIEF INVEST. OFFICER- FIXED INCOME | — |
| Bradley Anthony Bergman | DIRECTOR, CHAIRMAN OF THE BOARD; PRESIDENT, DIRECTOR, CHAIRMAN OF THE BOARD | — |
| Stuart Carlton Berkley | DIRECTOR, SENIOR VICE PRESIDENT,CHIEF WEALTH STRATEGIST | — |
| Brian Eugene Perott | DIRECTOR, SENIOR VICE PRESIDENT, MANAGING DIRECTOR, ASSISTANT SECRETARY | — |
| Val Frederick Schaff | DIRECTOR, SENIOR VICE PRESIDENT, PORTFOLIO MANAGER, ASSISTANT SECRETARY | — |
| Alfred Carl Hagemann | DIRECTOR | — |
| Gary Bruce Cloud | DIRECTOR, SENIOR VICE PRESIDENT, CO-CHIEF INVEST. OFFICER-FIXED INCOME | — |
| Amy Lyn Schaff | SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER, SECRETARY, ASST. TREASURER | — |
| William Edward Koehler | DIRECTOR, PRESIDENT AND CHIEF EXECUTIVE OFFICER | — |
| Stacey Dean Perry | DIRECTOR | — |
| Andrew Richard Muther | DIRECTOR, SENIOR VICE PRESIDENT, PORTFOLIO MANAGER | — |
| Matthew Link Montgomery | DIRECTOR, SENIOR VICE PRESIDENT, PORTFOLIO MANAGER | — |
| Benjamin Vincent Hill | DIRECTOR, SENIOR VICE PRESIDENT, PORTFOLIO MANAGER | — |
| Dennis Patrick Schumann | DIRECTOR, SENIOR VICE PRESIDENT, PORTFOLIO MANAGER | — |
| Timothy Andrew Johnson | CFO | — |
| Kristin Knight Patterson | DIRECTOR, SENIOR VICE PRESIDENT, HEAD OF INVESTMENT MANAGER RESEARCH, PORTFOLIO MANAGER | — |
| Scott Preston Sollars | DIRECTOR, SENIOR VICE PRESIDENT, PORTFOLIO MANAGER | — |
| Jeffrey Brendon Otto | DIRECTOR, SENIOR VICE PRESIDENT, CO-CHIEF INVESTMENT OFFICER, SELECT GROWTH | — |
| Emily Page West | DIRECTOR, VICE PRESIDENT, DIRECTOR OF WEALTH PLANNING, PORTFOLIO MANAGER | — |
| Todd Allen Larose | DIRECTOR, VICE PRESIDENT, PORTFOLIO MANAGER | — |
| Bryan Anthony Unterhalter | DIRECTOR, SENIOR VICE PRESIDENT, PORTFOLIO MANAGER | — |
| Ute Daley Clune | DIRECTOR, MANAGING DIRECTOR | — |
| John David Callegari | DIRECTOR, VICE PRESIDENT, PORTFOLIO MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106398/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106398/similar
- Related entities: https://search.stillhousedata.com/firm/106398/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106398

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.