Elena Marie Bone
Investment adviser representative at American Century Investments Private Client Group, Inc.
12 yearsExperience
3 statesRegistered in
$2.3BFirm assets
8 yearsFirm in business
Are you Elena Marie Bone? Claim your profile
Contact this firm
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
12 years in the industry.
- American Century Investments Private Client Group, Inc.Jun 2026 to now
- American Century Investment Services, IncSep 2024 to now
- American Century Investment Services, IncJun 2023 to Aug 2023
- Kurt Goeser State FarmMay 2022 to May 2023
- Ultimate TanMay 2021 to Sep 2024
- One of a Kind Early Progressive EducationMay 2017 to May 2021
- Southwest Middle School / Free State High SchoolAug 2014 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
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
- 7560988
- Firm CRD
- 290043