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Kelly Rene Staudenmyer

American Century Investment Services Inc.

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About Kelly Rene Staudenmyer

Kelly Rene Staudenmyer is a registered representative with American Century Investment Services Inc., having been with the firm since 2017. Kelly has a Series 6 license, allowing them to sell investment company products, and Series 63, a state securities license. Kelly has over 15 years of experience in the financial services industry, having previously worked at GWFS Equities, Inc., and J.P. Morgan Institutional Investments Inc. Kelly's primary office location is in Kansas City, MO.

Firm Information

Kelly Staudenmyer is currently registered with American Century Investment Services Inc.. American Century Investment Services Inc. is a Corporation formed on 1962-04-18. It is registered with the SEC and in all 50 states, plus Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

209

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Kelly Staudenmyer’s Registration & Firm History

MO

11/01/2017 - Present

American Century Investment Services Inc. (KANSAS CITY MO)

KS

09/02/2014 - 05/07/2016

GWFS EQUITIES, INC. (OVERLAND PARK KS)

KS

06/11/2009 - 09/02/2014

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (OVERLAND PARK KS)

MO

02/22/2005 - 12/05/2008

AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)

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Licenses & Designations

BC

Issued 03/14/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/21/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelly Rene Staudenmyer.
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