Unclaimed Profile

Amy Diane Shelton

AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.·KANSAS CITY, Missouri

SIE, Series 7, Series 14, Series 24Clean recordAMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

4400 MAIN STREET, KANSAS CITY, MO 64111-7709CRD# 2556023Firm CRD# 290043

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Amy Diane Shelton · KANSAS CITY, MO

Registration

CRD #2556023 · AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

CRD 290043 · SEC 801-111963

AUM

$1.9B

Regulatory assets under management

Employees

102

3,717 client accounts

Services offered by AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Amy Diane Shelton offer?

Amy Diane Shelton specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in KANSAS CITY, Missouri for a consultation.

What are Amy Diane Shelton's credentials?

Amy Diane Shelton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Amy Diane Shelton located?

Amy Diane Shelton is based in KANSAS CITY, Missouri, working with AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.. Their office serves clients in the KANSAS CITY metropolitan area and surrounding communities.

How does Amy Diane Shelton charge for services?

Amy Diane Shelton's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.?

AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. has approximately 102 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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