Marco
Miros

American Century Private Client Group

CRD#5852509
Investment Advisor
in Kansas City, MO
Are you Marco Miros? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Marco Miros is a certified financial planner based out of Kansas City, Missouri, with a total of 10 years in the industry. Miros works at American Century Private Client Group. The advisor has gained experience at Des Moines Area Community College, American Century Investment Services Inc, Iprotos, Musco, Kaplan University, Upper Iowa University and Babies R Us. Miros has a Series 63 license, qualifying them as a securities agent, and is able to work in Kansas, Texas and Missouri. American Century Private Client Group is a company that has its headquarters in Kansas City, Missouri. The company has offices in three locations and a total of 42 people on staff. It manages $6 million in total assets among its 27 customer accounts, placing it among the smaller firms in the country by assets under management. American Century Private Client Group has a number of services, including 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 typically are based on the financial services provided. Fee types charged by American Century Private Client Group typically consist of asset-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

10 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 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 Private Client Group Brokerage Details

Total Assets Under Management

$6,080,540

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

42

MO Average: 458
Total Number of Accounts

27

MO Average: 33,415
Average Account Size

$225,205

MO Average: $343,232

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

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

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

Marco Miros Work History

Marco has 10 years of experience.

2010 - Present (9 years)

American Century Investment Services Inc

2010 - 2010 (0 years)

Kaplan University

2010 - 2010 (0 years)

Upper Iowa University

2009 - 2010 (1 years)

Des Moines Area Community College

2009 - 2010 (1 years)

Babies R Us

2008 - Present (11 years)

Iprotos

2008 - 2009 (1 years)

Musco

Disclosures

Marco Miros has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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

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