Unclaimed Profile

Kristin Knight Patterson

FINANCIAL COUNSELORS INC·OVERLAND PARK, Kansas

Series 7, Series 63, Series 65Clean record24 years registeredFINANCIAL COUNSELORS INC

5901 COLLEGE BOULEVARD, OVERLAND PARK, KS 66211CRD# 2862960Firm CRD# 106398

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kristin Knight Patterson · OVERLAND PARK, KS

Registration

CRD #2862960 · FINANCIAL COUNSELORS INC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FINANCIAL COUNSELORS INC

FCI ADVISORS

Sep 2001 – Jul 2025

OVERLAND PARK, KS

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · September 24, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL COUNSELORS INC

CRD 106398 · SEC 801-48195

AUM

$15.1B

Regulatory assets under management

Employees

14,421 client accounts

Services offered by FINANCIAL COUNSELORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at FINANCIAL COUNSELORS INC →

Introduction

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Frequently Asked Questions

What services does Kristin Knight Patterson offer?

Kristin Knight Patterson specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Kristin Knight Patterson's credentials?

Kristin Knight Patterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kristin Knight Patterson located?

Kristin Knight Patterson is based in OVERLAND PARK, Kansas, last registered with FINANCIAL COUNSELORS INC.

How does Kristin Knight Patterson charge for services?

Kristin Knight Patterson's firm is compensated through percentage of aum, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL COUNSELORS INC?

FINANCIAL COUNSELORS INC has approximately 68 employees and manages $15.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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