American Century Investments Private Client Group, Inc.
American Century Investments Private Client Group, Inc. (CRD# 290043) is a financial advisory firm headquartered in Kansas City, MO. They manage $1,866,781,488 in 3,717 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management1,867MILLION
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Total Number of Accounts3,717ACCOUNTS
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Average Account Value$502,228
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
James Merdian (CRD# 6896101) is an Investment Advisor Representative working at American Century Investments Private Client Group, Inc. in Kansas City, MO and has over 5 years of experience in the finance industry.
Frank Opelka (CRD# 7556299) is an Investment Advisor Representative working at American Century Investments Private Client Group, Inc. in Kansas City, MO and has 1 year of experience in the finance industry.
Sarah Pedersen (CRD# 6384471) is an Investment Advisor Representative working at American Century Investments Private Client Group, Inc. in Kansas City, MO and has over 9 years of experience in the finance industry.
Dylan Pollock (CRD# 7166996) is an Investment Advisor Representative working at American Century Investments Private Client Group, Inc. in Kansas City, MO and has over 4 years of experience in the finance industry.
Michael Rose (CRD# 5041963) is an Investment Advisor Representative working at American Century Investments Private Client Group, Inc. in Kansas City, MO and has over 18 years of experience in the finance industry.
Zachary Roth (CRD# 6930332) is an Investment Advisor Representative working at American Century Investments Private Client Group, Inc. in Kansas City, MO and has over 5 years of experience in the finance industry.
Addison Schubert (CRD# 6730410) is an Investment Advisor Representative working at American Century Investments Private Client Group, Inc. in Leawood, KS and has over 5 years of experience in the finance industry.
Christopher Sexton (CRD# 2605148) is an Investment Advisor Representative working at American Century Investments Private Client Group, Inc. in Geneva, IL and has over 18 years of experience in the finance industry.
Jennifer Simmons (CRD# 6700003) is an Investment Advisor Representative working at American Century Investments Private Client Group, Inc. in Kansas City, MO and has over 6 years of experience in the finance industry.
Addison Tantillo (CRD# 6719042) is an Investment Advisor Representative working at American Century Investments Private Client Group, Inc. in Kansas City, MO and has over 6 years of experience in the finance industry.