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David H

Series 63, Series 65

Port Charlotte, FL

Lci Advisors

David Hogan is a financial advisor at LCI Advisors with 26 years of industry experience. He has been with Lewis & Clark Advisors since 2005. He holds Series 63 and Series 65 designations. LCI Advisors is a state-registered investment adviser managing approximately $57.8 million for about 50 clients, primarily individuals, trusts, and qualified plans. The firm employs a disciplined, value-based investment process and offers a range of strategies including discretionary and non-discretionary portfolio management, options writing, and customized managed accounts.

Active portfolio management Options & derivatives strategies Concentrated stock management
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John S

Series 63, Series 65

Glencoe, MO

Lci Advisors

John Schweizer is a financial advisor with LCI Advisors, holding Series 63 and Series 65 licenses and 12 years of industry experience. He is also the owner and operator of Confluence Property Management, LLC, where he manages residential rental properties. LCI Advisors is a state-registered investment adviser serving primarily individuals, trusts, and qualified plans, offering both discretionary and non-discretionary portfolio management with a disciplined, value-based investment approach supplemented by growth-oriented strategies.

Active portfolio management Options & derivatives strategies Concentrated stock management
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Wayne B

Series 63, Series 65

St. Louis, MO

Lci Advisors

Wayne Botz is a financial advisor at LCI Advisors with 30 years of industry experience. He has been with LCI Advisors since 2008 and holds Series 63 and Series 65 licenses. LCI Advisors is a state-registered investment adviser managing approximately $57.8 million for about 50 clients, primarily individuals, trusts, and qualified plans. The firm employs a disciplined, value-based investment process supplemented by distinct strategies including a focused growth sleeve and a discovery portfolio that combines value and technical analysis.

Active portfolio management Options & derivatives strategies Concentrated stock management
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