Katie
Fisher
American Century Investments Private Client Group, Inc
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About this Advisor
Katie Fisher is a financial advisor based in Kansas City, Missouri, working with American Century Investments Private Client Group, Inc. Katie has previously held positions at American Century Investment Services, Inc, Classial Conversaions, Classical Conversations, Lifeway Christian Bookstores, H&R Block, Central Iowa Christian School, Grinnell College Bookstore, Homeschooling-Homemaking, and Homemaking. Katie has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Missouri and Texas. Currently, Katie is part of American Century Investments Private Client Group, Inc, which operates out of Kansas City, Missouri. The firm has 5 offices and 102 employees. The firm manages assets totaling $1.9 billion. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters, and educational seminars. The fee structure at American Century Investments Private Client Group, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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American Century Investments Private Client Group, Inc Brokerage Details
$1,866,781,488
102
3,717
$502,228
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
Katie Fisher Work History
American Century Investment Services, Inc
Classial Conversaions
Classical Conversations
Lifeway Christian Bookstores
H&R Block
Central Iowa Christian School
Homeschooling-Homemaking
Grinnell College Bookstore
Homemaking
Disclosures
Please visit the SEC profile of Katie Fisher 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
Kansas City, MO
Concordia, KS
Torrance, CA
Kansas City, MO
Leawood, KS
Los Angeles, CA
Kansas City, MO
Geneva, IL
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