Michael
Rose

American Century Investments Private Client Group, Inc

CRD#5041963
Investment Advisor
in Kansas City, MO

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About this Advisor

Michael Rose is a chartered financial analyst working in Kansas City, Missouri with 3 years of relevant experience. Rose is currently employed by American Century Investments Private Client Group, Inc. They have spent their complete time as a financial advisor at American Century Investments Private Client Group, Inc. Rose holds a Series 63 license, designating them as a securities representative, and is registered to advise clients in Missouri and Texas. American Century Investments Private Client Group, Inc is a registered investment business that has its headquarters in Kansas City, MO. The investment advisory business has offices in two locations and a total of 82 people on staff. It manages $2 billion in assets under management between its 5,000 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The advisory firm provides 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 advice depend on which service is provided. Fee types billed by American Century Investments Private Client Group, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

3 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

Office Location

4400 Main Street
Kansas City, MO 64111-7709

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American Century Investments Private Client Group, Inc Brokerage Details

Total Assets Under Management

$1,487,904,544

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

82

MO Average: 458
Total Number of Accounts

5,000

MO Average: 33,415
Average Account Size

$297,581

MO Average: $343,232

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 Rose Work History

Michael has been registered as a financial advisor for 3 years.*

2005 - Present (19 years)

American Century Investment Services, Inc

*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 Michael Rose 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

Troy Bergeron
Wildwood, MO
Christian Goodman
Kansas City, MO
Sylvester Byrd
Kansas City, MO
Chase Keeler
Kansas City, MO
Christopher Sexton
Geneva, IL
Wayne Park
Kansas City, MO
Dylan Pollock
Kansas City, MO
Salvatore Arnone
Prairie Villiage, KS

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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