Donald
Thomas
American Century Investments Private Client Group, Inc
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About this Advisor
Donald Thomas is a chartered financial consultant operating in Leawood, Kansas with 1 year of relevant experience. Thomas is an employee of American Century Investments Private Client Group, Inc. During their career, Thomas has held roles at Fbl Marketing Services, Farm Bureau Financial Services, Various Insurance Carriers For W&R Insurance Agencies, Waddell & Reed, Inc, Donald G. Thomas Family Limited Partnership, Fbl Marketing Serv, Mutual Of Omaha Investor Services, Inc, Rtg Medical, Fedex, Massmutual Financial Group, Mml Investor Services, LLC, U.S. Bancorp Investments, Inc and American Century Investment Services, Inc. Thomas has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to operate in Kansas, Missouri and Texas. American Century Investments Private Client Group, Inc is a registered investment company that has its headquarters in Kansas City, MO. The investment advisory business has offices in two locations and a total of 82 employees. It controls $2 billion in total assets between its 5,000 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters and educational seminars. Fees for financial advisory services typically depend on which services are offered. Fees charged by American Century Investments Private Client Group, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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American Century Investments Private Client Group, Inc Brokerage Details
$1,487,904,544
82
5,000
$297,581
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
Donald Thomas Work History
Donald has been registered as a financial advisor for 1 years.*
American Century Investment Services, Inc
Donald G. Thomas Family Limited Partnership
Rtg Medical
Fedex
Mutual Of Omaha Investor Services, Inc
U.S. Bancorp Investments, Inc
Farm Bureau Financial Services
Fbl Marketing Serv
Massmutual Financial Group
Mml Investor Services, LLC
Various Insurance Carriers For W&R Insurance Agencies
Waddell & Reed, Inc
Farm Bureau Financial Services
Fbl Marketing Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Donald Thomas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at American Century Investments Private Client Group, Inc
Geneva, IL
Kansas City, MO
Kansas City, MO
Kansas City, MO
Wildwood, MO
Leawood, KS
Santa Barbara, CA
Kansas City, MO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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