Donald Ray Mathews

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2012 → 02/2018
  American Century Investment Services Inc.
  Kansas City, MO
• 02/2025 → Present
  Lpl Enterprise
  Kansas City, MO
• 02/2018 → 12/2021
  American Century Investments Private Client Group, Inc.
  Kansas City, MO
• 12/2021 → 02/2025
  Unemployed
  Olathe, KS

Previous Registrations

• 2018-05-28 → 2021-12-31
  American Century Investments Private Client Group, Inc.
  Leawood, KS
  Kansas City, MO

Other Businesses

1. 01/30/2025 - Bass Pro Shops - Olathe, KS - Outside/W-2 Employment - NOT INV REL - Olathe, KS - Start Date 10/16/2024 80hrs/MTH

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-05-26
• S63 Uniform Securities Agent State Law Examination
  1997-07-18

Other Names

• Duke Mathews
• Donald Ray Mathews