Unclaimed Profile

Joseph Gerard Schultz

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

SIE, Series 7, Series 24, Series 63, Series 65CFAClean record23 years registeredAMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

4400 MAIN STREET, KANSAS CITY, MO 64111-7709CRD# 2518395Firm CRD# 290043

Profile Verification

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

Identity

Joseph Gerard Schultz · KANSAS CITY, MO

Registration

CRD #2518395 · AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

PRUDENTIAL INVESTMENTS LLC

Aug 2002 – Jul 2006

NEWARK, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · August 21, 2002

Years registered · 23

Professional designation · CFA

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 Joseph Gerard Schultz offer?

Joseph Gerard Schultz specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Joseph Gerard Schultz's credentials?

Joseph Gerard Schultz holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Joseph Gerard Schultz located?

Joseph Gerard Schultz is based in KANSAS CITY, Missouri, last registered with AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC..

How does Joseph Gerard Schultz charge for services?

Joseph Gerard Schultz'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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