Kyle
Barclay

American Century Private Client Group

CRD#5843976
Investment Advisor
in Kansas City, MO
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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

Series 63, Certified Financial Planner

Years of Experience

16 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

Disclosures

No

Office Location

4500 Main Street
Kansas City, MO 64111

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American Century Private Client Group Brokerage Details

Total Assets Under Management

$270,249,154

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

78

MO Average: 458
Total Number of Accounts

1,038

MO Average: 33,415
Average Account Size

$260,356

MO Average: $343,232

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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.

2010 - Present (9 years)

American Century Investment Services Inc

2011 - 2012 (1 year)

American Century Brokerage, Inc

2010 - 2010 (< 1 year)

Chas Ball Sunfresh

2009 - 2010 (1 year)

Wolf Creek Marketplace

2002 - 2009 (7 years)

Country Mart

Disclosures

Kyle Barclay has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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