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Current Employers
American Century Investments Private Client Group, Inc.

4400 Main Street, Kansas City, MO 64111-7709 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-06-24
MO RA APPROVED 2025-06-16
TX RA APPROVED_RES 2025-06-14
  • KS RA
    APPROVED
    Since 2025-06-24
  • MO RA
    APPROVED
    Since 2025-06-16
  • TX RA
    APPROVED_RES
    Since 2025-06-14

Branch Locations

4500 Main Street, Kansas City, MO 64111 • United States

Osage City, KS • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed Overland Park KS 08/2015 10/2019
Creative Planning, Inc. Overland Park KS 10/2019 06/2024
American Century Investment Services, Inc. Kansas City MO 06/2025 Present
Palmer Square Capital Management, Llc Mission Hills KS 06/2024 05/2025
  • 08/2015 → 10/2019
    Waddell & Reed
    Overland Park, KS
  • 10/2019 → 06/2024
    Creative Planning, Inc.
    Overland Park, KS
  • 06/2025 → Present
    American Century Investment Services, Inc.
    Kansas City, MO
  • 06/2024 → 05/2025
    Palmer Square Capital Management, Llc
    Mission Hills, KS
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-28
  • S65 Uniform Investment Adviser Law Examination
    2020-08-28
Other Names
  • Kristi Dawn Wamser

View on SEC IAPD

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