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RM

Ryan S. Mclaughlin

AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP
Kansas City, MO 64111-7709
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CRD#: 7531966
RM

Professional summary


Ryan Shawn Mclaughlin, who also goes by Ryan Mclaughlin, Ryan Shawn Mclaughlin, is a registered financial advisor currently at AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. located in Kansas City, Missouri and AMERICAN CENTURY INVESTMENT SERVICES INC. located in Kansas City, Missouri.

Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Ryan has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Ryan Mclaughlin | Ryan Shawn Mclaughlin

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Ryan Shawn Mclaughlin's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 28, 2025 - Present

AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

Office #1: 4400 Main Street, Kansas City, MO 64111-7709
RIA
CRD#: 290043
Kansas City, MO
Current

October 25, 2024 - Present

AMERICAN CENTURY INVESTMENT SERVICES INC.

Office #1: 4400 Main Street, Kansas City, MO 64111
BD
CRD#: 17437
Kansas City, MO
Past

June 16, 2023 - November 10, 2023

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
Overland Park, KS
Past

June 16, 2023 - November 10, 2023

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
Overland Park, KS
Past

February 22, 2023 - June 16, 2023

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
Overland Park, KS
Past

November 11, 2022 - June 16, 2023

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Overland Park, KS

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP | AMERICAN CENTURY PRIVATE CLIENT GROUP, INC. | AMERICAN CENTURY PRIVATE CLIENT GROUP | AMERICAN CENTURY PERSONAL FINANCIAL SOLUTIONS, INC. | AMERICAN CENTURY PERSONAL FINANCIAL SOLUTIONS | AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

CRD#: 290043 / SEC#: 801-111963

RIA
Registered Investment Advisory firm - (10/30/2017 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(10/25/2024)
RR
Alaska
(10/25/2024)
RR
Arizona
(10/25/2024)
RR
Arkansas
(10/25/2024)
RR
California
(10/25/2024)
RR
Colorado
(10/25/2024)
RR
Connecticut
(10/25/2024)
RR
Delaware
(10/25/2024)
RR
District of Columbia
(10/25/2024)
RR
Florida
(10/25/2024)
RR
Georgia
(10/25/2024)
RR
Hawaii
(10/25/2024)
RR
Idaho
(10/25/2024)
RR
Illinois
(10/25/2024)
RR
Indiana
(10/25/2024)
RR
Iowa
(10/25/2024)
RR
Kansas
(10/25/2024)
RR
Kentucky
(10/25/2024)
RR
Louisiana
(10/25/2024)
RR
Maine
(10/25/2024)
RR
Maryland
(10/25/2024)
RR
Massachusetts
(10/25/2024)
RR
Michigan
(10/25/2024)
RR
Minnesota
(10/25/2024)
RR
Mississippi
(10/25/2024)
RR
Missouri
(10/25/2024)
IAR
Missouri
(2/28/2025)
RR
Montana
(10/25/2024)
RR
Nebraska
(10/25/2024)
RR
Nevada
(10/25/2024)
RR
New Hampshire
(10/25/2024)
RR
New Jersey
(10/25/2024)
RR
New Mexico
(10/25/2024)
RR
New York
(10/25/2024)
RR
North Carolina
(10/25/2024)
RR
North Dakota
(10/25/2024)
RR
Ohio
(10/25/2024)
RR
Oklahoma
(10/25/2024)
RR
Oregon
(10/25/2024)
RR
Pennsylvania
(10/25/2024)
RR
Puerto Rico
(2/17/2025)
RR
Rhode Island
(10/25/2024)
RR
South Carolina
(10/25/2024)
RR
South Dakota
(10/25/2024)
RR
Tennessee
(10/25/2024)
RR
Texas
(10/25/2024)
IAR
Texas
(2/28/2025)
RR
Utah
(10/25/2024)
RR
Vermont
(10/25/2024)
RR
Virgin Islands
(2/17/2025)
RR
Virginia
(10/25/2024)
RR
Washington
(10/25/2024)
RR
West Virginia
(10/25/2024)
RR
Wisconsin
(10/25/2024)
RR
Wyoming
(10/25/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/6/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/11/2022
General Securities Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


AC
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP | AMERICAN CENTURY PRIVATE CLIENT GROUP, INC. | AMERICAN CENTURY PRIVATE CLIENT GROUP | AMERICAN CENTURY PERSONAL FINANCIAL SOLUTIONS, INC. | AMERICAN CENTURY PERSONAL FINANCIAL SOLUTIONS | AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

CRD#: 290043 / SEC#: 801-111963

RIA
Registered Investment Advisory firm - (10/30/2017 Approved)
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Contact information


Main Address
4400 Main Street, Kansas City, MO 64111-7709
Mailing Address
P.o. Box 410141, Kansas City, MO 64141-0141
Phone number
(816) 531-5575
Established
Firm type
Fiscal year end
# of Employees
94

SEC notice filing (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PRIVATE CLIENT GROUP WRAP FEE PROGRAM BROCHURE (3/31/2025)

Regulatory assets under management


Total Number of Accounts6,044
AUM (Assets Under Management)$ 1,987,005,678

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

CRD#: 290043Kansas City, MO 64111-7709

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