American Century Private Client Group
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About this Advisor
Kyle Barclay is a certified financial planner operating out of Kansas City, Missouri, who has been in the financial industry for 16 years. Barclay currently works for American Century Private Client Group. Throughout their career, they have worked at Country Mart, Wolf Creek Marketplace, Chas Ball Sunfresh, American Century Investment Services Inc and American Century Brokerage, Inc. Barclay has a Series 63 license, qualifying them as a securities representative, and is approved to serve investors in Kansas, Texas and Missouri. American Century Private Client Group is a financial advisory firm that has its headquarters in Kansas City, Missouri. The firm has offices in three locations and a total of 42 advisors. It manages $6 million in total assets across its 27 accounts, placing it among the smaller investment advisory firms in the country by assets under management. The advisory firm provides a number 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 management fee schedules largely are based on which service is offered. However, fees charged by American Century Private Client Group typically consist of asset-based fees.
Certifications and Registrations
Years of Experience
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American Century Private Client Group Brokerage Details
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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
Kyle Barclay Work History
Kyle has 16 years of experience.
American Century Investment Services Inc
American Century Brokerage, Inc
Chas Ball Sunfresh
Wolf Creek Marketplace
Kyle Barclay has no disclosures.
Please visit their SEC profile for more details.