Unclaimed Profile

David Stephen Tondreault

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

SIE, Series 6, Series 7, Series 24, Series 63, Series 66Clean record20 years registeredAMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

4400 MAIN STREET, KANSAS CITY, MO 64111-7709CRD# 4811429Firm CRD# 290043

Profile Verification

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

Identity

David Stephen Tondreault · KANSAS CITY, MO

Registration

CRD #4811429 · AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. · 20 years registered

Brand Profile

Not yet started

Career History

AMERICAN CENTURY INVESTMENT SERVICES INC.

Jul 2021 – present

AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

Jul 2021 – present

ASCENSUS INVESTMENT ADVISORS, LLC

Oct 2020 – Jul 2021

ST. PETERS, FL

T. ROWE PRICE ADVISORY SERVICES, INC.

Jun 2006 – Jul 2019

TAMPA, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · June 7, 2006

Years registered · 20

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 David Stephen Tondreault offer?

David Stephen Tondreault specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in KANSAS CITY, Missouri for a consultation.

What are David Stephen Tondreault's credentials?

David Stephen Tondreault is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Stephen Tondreault located?

David Stephen Tondreault 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 David Stephen Tondreault charge for services?

David Stephen Tondreault'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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