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Tamara Danielle Heidrich

American Century Investment Services Inc.

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About Tamara Danielle Heidrich

Tamara Danielle Heidrich is a financial professional with over 14 years of experience in the industry. Tamara is currently registered with American Century Investment Services Inc. in Kansas City, Missouri. Prior to joining American Century Investment Services Inc., Tamara worked at Waddell & Reed in Overland Park, Kansas. Tamara holds the Series 6, SIE and Series 63 licenses.

Firm Information

Tamara Heidrich 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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Tamara Heidrich’s Registration & Firm History

MO

01/02/2022 - Present

American Century Investment Services Inc. (KANSAS CITY MO)

KS

02/20/2008 - 01/13/2020

WADDELL & REED (OVERLAND PARK KS)

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Licenses & Designations

BC

Issued 06/21/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/19/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tamara Danielle Heidrich.
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