Donald G Thomas
Investment adviser representative at American Century Investments Private Client Group, Inc.
21 yearsExperience
3 statesRegistered in
ChFC®Designation
$2.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
21 years in the industry.
- American Century Investments Private Client Group, Inc.Feb 2022 to now
- American Century Investment Services, Inc.Feb 2022 to now
- Donald G. Thomas Family Limited PartnershipJan 2005 to now
- Rtg MedicalNov 2021 to Feb 2022
- FedexAug 2021 to Aug 2021
- Mutual of Omaha Investor Services, Inc.Sep 2018 to Aug 2021
- U.S. Bancorp Investments, Inc.Aug 2018 to Sep 2018
- Farm Bureau Financial ServicesSep 2017 to Jun 2018
- Fbl Marketing ServSep 2017 to Jun 2018
- MML Investor Services, LLCJul 2016 to Apr 2017
- Massmutual Financial GroupJun 2016 to Apr 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (KS, MO, TX).
American Century Investments Private Client Group, Inc.
$2.3BAssets managed
4,107Clients
62Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2570564
- Firm CRD
- 290043