Kristin
Patterson
Fci Advisors
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About this Advisor
Kristin Patterson is a financial advisor based out of Leawood, Kansas with 22 years of relevant experience. Patterson works at Fci Advisors. Their career trajectory has included roles at Fci Advisors. Patterson has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Kansas. Fci Advisors is an advisory business that has its headquarters in Leawood, KS. It has offices in six locations and a total of 67 advisors. It manages $13 billion in total assets between its 13,818 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 155 charities and foundations. Of its 13,818 client accounts, 22% belong to high-net-worth individuals who have greater than $1 million in investable assets. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Financial management fees typically depend on the financial services. Fee types charged by Fci Advisors most likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fci Advisors Brokerage Details
$12,844,217,759
67
13,818
$929,528
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Kristin Patterson Work History
Kristin has been registered as a financial advisor for 22 years.*
Fci Advisors
Fci Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kristin Patterson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fci Advisors
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Shelton, CT
Leawood, KS
Leawood, KS
Shelton, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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