Nicole C Burczyk

Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 06/2023
  Country Club Bank
  Kansas City, MO
• 07/2019 → 06/2023
  Money Concepts Capital Corp
  Palm Beach Gardens, FL
• 07/2024 → 12/2025
  Janney Montgomery Scott Llc
  Overland Park, KS
• 06/2023 → 06/2024
  Crossfirst Bank
  Leawood, KS
• 01/2026 → Present
  D.A. Davidson & Co.
  Kansas City, MO

Previous Registrations

• 2024-07-22 → 2026-01-16
  Janney Montgomery Scott Llc
  Overland Park, KS
  New York, NY
• 2019-07-24 → 2023-06-05
  Money Concepts Capital Corp
  Palm Beach Gardens, FL
  Saint Peters, MO
  Palm Beach Gardens, FL
  Prairie Village, KS
• 2016-10-05 → 2017-12-07
  Country Club Financial Services, Llc
  Prairie Village, KS
• 2014-03-21 → 2016-06-17
  Umb Financial Services, Inc.
  Kansas City, MO

Exams

• S66 Uniform Combined State Law Examination
  2014-03-20

Other Names

• Nicole Caroline Burczyk