Michael
Persell

American Century Private Client Group

CRD#5529222
Investment Advisor
in Kansas City, MO
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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

Series 63, Certified Financial Planner

Years of Experience

11 years

Services Offered

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

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

4400 Main Street
Kansas City, MO 64111-7709

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American Century Private Client Group Brokerage Details

Total Assets Under Management

$270,249,154

MO Average: $11,469,110,461
Total Number of Employees

78

MO Average: 458
Total Number of Accounts

1,038

MO Average: 33,415
Average Account Size

$260,356

MO Average: $343,232

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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.

2009 - Present (10 years)

American Century Investments

2008 - 2009 (1 years)

State Farm Insurance-Agent Michaella Neeser

2007 - 2009 (2 years)

State Farm Vp Management Corp

Disclosures

Michael Persell has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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