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Ryan A
Series 63, Series 65
Kansas City, MO
American Century Investments Private Client Group, Inc.
Ryan Adams is a financial advisor with American Century Investments Private Client Group, Inc. in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with American Century Investment Services Inc. since 2008. Outside of his advisory role, he co-owns and manages rental property with his spouse. American Century Investments Private Client Group offers discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs model portfolios known as American Century Strategies, primarily composed of proprietary mutual funds and ETFs, and serves clients generally starting at modest relationship thresholds.
Harrison D
Series 66, Series 63
Kansas City, MO
American Century Investments Private Client Group, Inc.
Harrison Dill is an advisor at American Century Investments Private Client Group, Inc. with Series 66 and Series 63 credentials. He has been with the firm since 2025 and has prior work experience at companies including Uber Eats, DoorDash, and Chipotle Mexican Grill. Outside of financial services, his background includes roles in food delivery and retail. American Century Investments Private Client Group offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, typically serving households with modest asset levels. The firm uses model portfolios managed by its asset allocation teams and emphasizes proprietary funds, detailed quarterly reporting, and household account aggregation.
Tylor M
Series 63, Series 65
Kansas City, MO
American Century Investments Private Client Group, Inc.
Tylor Mensik is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 designations and has three years of industry experience. Prior to joining American Century Investment Services, Inc., he worked in roles at Chewy, Price Chopper, Summit Funding, PrimeLending, and the University of Saint Mary. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and business entities. The firm delivers advice through model portfolios managed by internal investment teams and emphasizes proprietary funds, quarterly performance reporting, and household account aggregation.
William C
Series 63, Series 65
Kansas City, MO
American Century Investments Private Client Group, Inc.
William Cox Jr. is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to his current role since 2017, he worked at Woodside Health & Tennis Club and served six years with the Prince William County Police Department. American Century Investments Private Client Group offers discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios managed by dedicated asset allocation and investment teams, primarily investing in proprietary mutual funds and ETFs.
Matthew J
CFP®, Series 65, Series 63
Leawood, KS
American Century Investments Private Client Group, Inc.
Matthew Janes is a CFP® with 26 years of industry experience, currently serving at American Century Investments Private Client Group, Inc. since 2016. His prior experience includes roles at Transamerica Financial Advisors and PRUCO Securities, LLC. He has held a leadership role as Committee Chair at the Rotary Club of Lenexa since 2014. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related brokerage services primarily for individuals, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios managed by in-house teams and focuses on proprietary mutual funds and ETFs, offering detailed reporting and household account aggregation.
Joshua F
Series 63, Series 65
Concordia, KS
American Century Investments Private Client Group, Inc.
Joshua Freeborn is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with American Century Investment Services Inc. for 11 years. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios managed by in-house asset allocation and investment teams, primarily investing in proprietary mutual funds and ETFs.
Joseph T
Series 63, Series 65
Kansas City, MO
American Century Investments Private Client Group, Inc.
Joseph Thomas is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior work includes a role at Trackmy Solutions from 2019 to 2020. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes preconstructed model portfolios emphasizing strategic asset allocation and diversification, with a focus on affiliated mutual funds and ETFs.
Nicholas V
Series 65, Series 63
Kansas City, MO
American Century Investments Private Client Group, Inc.
Nicholas Vena is a financial advisor with American Century Investments Private Client Group, Inc. He holds the Series 65 and Series 63 credentials and has two years of industry experience. His prior work includes roles at American Century Investment Services and Infinity Foils. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios managed by internal investment teams and primarily invests in proprietary mutual funds and ETFs.
Stephen V
Series 66
Overland Park, KS
American Century Investments Private Client Group, Inc.
Stephen Vaughn is a financial advisor with American Century Investments Private Client Group, Inc., holding a Series 66 license and five years of industry experience. His prior roles include positions at Merrill and Bank of America. Outside of finance, Vaughn works as a rideshare driver for Uber. American Century Investments Private Client Group offers discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios managed by internal teams and emphasizes proprietary mutual funds and ETFs while providing detailed quarterly reporting and household account aggregation.
Matthew L
Series 63, Series 66
Leawood, KS
American Century Investments Private Client Group, Inc.
Matthew Lord is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 66 licenses and has five years of industry experience. His prior roles include positions at Fidelity Investments, J.P. Morgan Securities, Creative Planning, and other financial firms. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses preconstructed model portfolios emphasizing strategic asset allocation and diversification, with a focus on affiliated mutual funds and ETFs.
Joseph N
Series 63, Series 65
Kansas City, MO
American Century Investments Private Client Group, Inc.
Joseph Niblock is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 credentials and three years of industry experience. He concurrently serves as a teaching assistant at the University of Missouri - Columbia. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related services to individuals, trusts, estates, charitable organizations, and business entities, using model portfolios managed by in-house teams and primarily composed of proprietary mutual funds and ETFs.
Melissa O
Series 63, Series 65
Kansas City, MO
American Century Investments Private Client Group, Inc.
Melissa Ohler is a financial advisor with American Century Investments Private Client Group, Inc. She holds Series 63 and Series 65 licenses and has 15 years of industry experience. Melissa has been with American Century Investment Services Inc. since 2010. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios emphasizing strategic asset allocation and diversification, with a focus on affiliated mutual funds and ETFs.
Katherine C
Series 63, Series 66
Kansas City, MO
American Century Investments Private Client Group, Inc.
Katherine Carter is a financial advisor with American Century Investments Private Client Group, Inc. in Kansas City, MO, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She has been with American Century Investment Services, Inc. since 2001. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios and emphasizes strategic asset allocation, diversification, and portfolio construction, offering access to affiliated mutual funds and ETFs.
Kory K
Series 63, Series 66
Kansas City, MO
American Century Investments Private Client Group, Inc.
Kory Klossner is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His prior roles include positions at North American Savings Bank and Scottrade. American Century Investments Private Client Group offers discretionary investment management, financial planning, and related services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios managed by dedicated asset allocation teams and emphasizes proprietary mutual funds and ETFs in its investment approach.
Zachary R
Series 63, Series 65
Kansas City, MO
American Century Investments Private Client Group, Inc.
Zachary Roth is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior roles include positions at Northwestern Mutual and the University of Missouri System. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers portfolio monitoring, tax-loss harvesting, and access to mutual funds and ETFs, utilizing model portfolios that emphasize strategic asset allocation and diversification.
Cody H
Series 63, Series 65
Kansas City, MO
American Century Investments Private Client Group, Inc.
Cody Hughes is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 designations and has eight years of industry experience. Prior to joining American Century Investment Services, Inc. in 2018, he worked at Kansas State University for three years. American Century Investments Private Client Group offers discretionary investment management, financial planning, and related services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios managed by internal teams and focuses on portfolios primarily composed of American Century and Avantis mutual funds and ETFs.
Charisa D
Series 63, Series 65
Overland Park, KS
American Century Investments Private Client Group, Inc.
Charisa Dodd is a financial advisor with American Century Investments Private Client Group, Inc. She holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to her current role, she worked at Stratford Commons Memory Care Community, Avila University, Johnson County Community College, and De Soto High School. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios emphasizing strategic asset allocation and diversification, primarily investing in affiliated mutual funds and ETFs.
Caleb H
Series 63, Series 65
Kansas City, MO
American Century Investments Private Client Group, Inc.
Caleb Hein is a financial advisor at American Century Investments Private Client Group, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at American Century Investment Services, Inc. since 2018. Prior to that, he was affiliated with the University of Central Missouri for four years. American Century Investments Private Client Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios managed by in-house teams and primarily invests in proprietary mutual funds and ETFs, focusing on clients with modest account minimums.
Amy A
Series 63, Series 66
Leawood, KS
American Century Investments Private Client Group, Inc.
Amy Alley is a financial advisor with American Century Investments Private Client Group, Inc. in Olathe, KS, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has been with American Century Investment Services, Inc. since 2007. American Century Investments Private Client Group, Inc. provides discretionary investment management, financial planning, and related services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios emphasizing strategic asset allocation and diversification, offering clients access to affiliated mutual funds and ETFs through a discretionary management approach.
Brendan R
Series 66
Kansas City, MO
American Century Investments Private Client Group, Inc.
Brendan Ryan is a financial advisor with American Century Investments Private Client Group, Inc., holding a Series 66 designation and having one year of industry experience. His prior work includes roles in various organizations, notably in baseball-related positions and at Texas A&M Corpus Christi. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and business entities, generally serving households with modest asset levels through model portfolios managed by an in-house investment team.
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