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Employer firm

American Century Investments Private Client Group, Inc. CRD 290043

$2.33B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Periodicals / newsletters
  • Educational seminars

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

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 2024-07-30
TX RA APPROVED 2022-10-24
MO RA APPROVED 2022-10-21
  • KS RA
    APPROVED
    Since 2024-07-30
  • TX RA
    APPROVED
    Since 2022-10-24
  • MO RA
    APPROVED
    Since 2022-10-21

Branch Locations

4917 Town Center Dr, Leawood, KS 66211 • United States

Lenexa, 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
American Century Investment Services, Inc. Kansas City MO 09/2020 Present
Sunflower Bank Lawrence KS 05/2019 08/2020
Emporia Recreation Center Emporia KS 04/2016 08/2018
University Of Kansas Lawrence KS 09/2018 04/2019
  • 09/2020 → Present
    American Century Investment Services, Inc.
    Kansas City, MO
  • 05/2019 → 08/2020
    Sunflower Bank
    Lawrence, KS
  • 04/2016 → 08/2018
    Emporia Recreation Center
    Emporia, KS
  • 09/2018 → 04/2019
    University Of Kansas
    Lawrence, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-21
S63 Uniform Securities Agent State Law Examination 2021-11-16
  • S65 Uniform Investment Adviser Law Examination
    2022-10-21
  • S63 Uniform Securities Agent State Law Examination
    2021-11-16

View on SEC IAPD

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