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Katie Lynn Fisher

American Century Investments Private Client Group, Inc.

Kansas City, MO

Smithville, MO

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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
MO RA APPROVED 2023-08-04
TX RA APPROVED 2023-08-04
  • MO RA
    APPROVED
    Since 2023-08-04
  • TX RA
    APPROVED
    Since 2023-08-04

Branch Locations

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

Smithville, MO • 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 01/2022 Present
Classial Conversaions Smithville MO 01/2020 06/2021
Classical Conversations Smithville MO 08/2017 12/2021
Lifeway Christian Bookstores Kansas City MO 10/2017 05/2019
H&R Block Smithville MO 10/2016 09/2017
Homeschooling-Homemaking Kansas City MO 07/2016 01/2022
  • 01/2022 → Present
    American Century Investment Services, Inc.
    Kansas City, MO
  • 01/2020 → 06/2021
    Classial Conversaions
    Smithville, MO
  • 08/2017 → 12/2021
    Classical Conversations
    Smithville, MO
  • 10/2017 → 05/2019
    Lifeway Christian Bookstores
    Kansas City, MO
  • 10/2016 → 09/2017
    H&R Block
    Smithville, MO
  • 07/2016 → 01/2022
    Homeschooling-Homemaking
    Kansas City, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-04
S63 Uniform Securities Agent State Law Examination 2022-11-05
  • S65 Uniform Investment Adviser Law Examination
    2023-08-04
  • S63 Uniform Securities Agent State Law Examination
    2022-11-05
Other Names
  • Scofield

View on SEC IAPD

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LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
EDWARD JONES
DOMINION PORTFOLIO MANAGEMENT, INC.
COPPER FINANCIAL
OSAIC WEALTH, INC.
MARKET INVESTMENT GROUP, LLC

Other Investors

FRANK JOSEPH JANACARO
SETH ALLAN KEETHLER
William Scott Wiley
Frederick G Prewitt
JOSEPH MARINO ST GEORGE
Joseph T Yates
ADELINE ELIZABETH KROPF
Michael Andrew Keeton

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Kansas City, MO
LPL FINANCIAL LLC · Kansas City, MO
U.S. BANCORP ADVISORS, LLC · Kansas City, MO
EDWARD JONES · KANSAS CITY, MO
DOMINION PORTFOLIO MANAGEMENT, INC. · KANSAS CITY, MO
COPPER FINANCIAL · Kansas City, MO
OSAIC WEALTH, INC. · KANSAS CITY, MO
EDWARD JONES · KANSAS CITY, MO

More in Kansas City, MO

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