Kristi
Laing

American Century Investments Private Client Group, Inc

CRD#6495952
Investment Advisor
in Kansas City, MO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Kristi Laing is a financial advisor based in Kansas City, Missouri with a total of 5 years of industry experience. Laing works at American Century Investments Private Client Group, Inc. Throughout their career, they have worked at American Century Investment Services, Inc, Nebraska Furniture Mart, Dr. Andrew S Moore and The College Recruits. Laing holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Missouri and Texas. American Century Investments Private Client Group, Inc is a registered investment firm headquartered in Kansas City, MO. The company has offices in two locations and a total of 82 employees. It controls $2 billion in assets among its 5,000 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The business performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters and educational seminars. Financial advisory fees largely vary depending on which service is provided. However, fee types billed by American Century Investments Private Client Group, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

4500 Main St
Kansas City, MO 64111

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

American Century Investments Private Client Group, Inc Brokerage Details

Total Assets Under Management

$1,487,904,544

MO Average: $11,469,110,461
Total Number of Employees

82

MO Average: 458
Total Number of Accounts

5,000

MO Average: 33,415
Average Account Size

$297,581

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Kristi Laing Work History

Kristi has been registered as a financial advisor for 5 years.*

2015 - Present (9 years)

American Century Investment Services, Inc

2014 - 2015 (1 year)

Nebraska Furniture Mart

2011 - 2014 (3 years)

The College Recruits

2004 - 2014 (10 years)

Dr. Andrew S Moore

*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 Kristi Laing 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 American Century Investments Private Client Group, Inc

Sylvester Byrd
Kansas City, MO
Christopher Sexton
Geneva, IL
Chase Keeler
Kansas City, MO
Christian Goodman
Kansas City, MO
Troy Bergeron
Wildwood, MO
Matthew Janes
Leawood, KS
Blake Davies
Kansas City, MO
Addison Tantillo
Kansas City, MO

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started