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Charisa Nicole Dodd

American Century Investments Private Client Group, Inc.

Kansas City, MO

Leawood, KS

Overland Park, KS

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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 2024-09-16
MO RA APPROVED 2024-09-13
TX RA APPROVED 2024-09-13
  • KS RA
    APPROVED
    Since 2024-09-16
  • MO RA
    APPROVED
    Since 2024-09-13
  • TX RA
    APPROVED
    Since 2024-09-13

Branch Locations

4400 Main St, Kansas City, MO 64111 • United States

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

Overland Park, 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 10/2022 Present
Stratford Commons Memory Care Community Overland Park KS 11/2020 04/2022
Johnson County Community College Overland Park KS 08/2018 05/2020
Avila University Kansas City MO 08/2020 08/2022
De Soto High School De Soto KS 08/2014 05/2018
  • 10/2022 → Present
    American Century Investment Services, Inc.
    Kansas City, MO
  • 11/2020 → 04/2022
    Stratford Commons Memory Care Community
    Overland Park, KS
  • 08/2018 → 05/2020
    Johnson County Community College
    Overland Park, KS
  • 08/2020 → 08/2022
    Avila University
    Kansas City, MO
  • 08/2014 → 05/2018
    De Soto High School
    De Soto, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-13
S63 Uniform Securities Agent State Law Examination 2022-12-30
  • S65 Uniform Investment Adviser Law Examination
    2024-09-13
  • S63 Uniform Securities Agent State Law Examination
    2022-12-30

View on SEC IAPD

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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

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