American Century Private Client Group
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About this Advisor
Michael Persell is a certified financial planner who is based out of Kansas City, Missouri. Currently an advisor with American Century Private Client Group, they have accumulated 11 years of professional experience. Persell maintains a Series 63 license, designating the advisor as a securities agent. Persell can advise clients in Missouri and Texas. Over the course of their career, they have held roles at State Farm Insurance-Agent Michaella Neeser, State Farm Vp Management Corp and American Century Investments. American Century Private Client Group is headquartered in Kansas City, Missouri, and operates out of three other brick-and-mortar locations across the United States. In aggregate, American Century Private Client Group manages $6 million in assets throughout 27 client accounts and retains more than 42 people. The amount of assets the firm manages makes it one of the smaller financial advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the firm's 27 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. American Century Private Client Group can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters and educational seminars. The firm's fees may include asset-based fees.
Certifications and Registrations
Years of Experience
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American Century Private Client Group Brokerage Details
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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
Michael Persell Work History
Michael has 11 years of experience.
American Century Investments
State Farm Insurance-Agent Michaella Neeser
State Farm Vp Management Corp
Michael Persell has no disclosures.
Please visit their SEC profile for more details.