Desiree Porter
Investment adviser representative at American Century Investments Private Client Group, Inc.
11 yearsExperience
3 statesRegistered in
$2.3BFirm assets
8 yearsFirm in business
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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
11 years in the industry.
- American Century Investments Private Client Group, Inc.Mar 2025 to now
- American Century Investment Services, In.cJun 2022 to now
- Kansas City Area Development CouncilAug 2021 to May 2022
- Lawrence Public LibraryJul 2020 to Aug 2021
- University of KansasAug 2019 to May 2020
- Milburn Country ClubJun 2019 to Aug 2019
- University of KansasAug 2018 to May 2019
- Milburn Country ClubMay 2018 to Aug 2018
- University of KansasAug 2017 to May 2018
- Milburn Country ClubAug 2015 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2025
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
- 7535808
- Firm CRD
- 290043