Adviser and broker representative · American Century Investments Private Client Group, Inc.
Addison J. Schubert
CRD 6730410 · Leawood, KS
At a glance
Addison J. Schubert is an investment adviser representative with American Century Investments Private Client Group, Inc. in Leawood, KS, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Addison’s SEC record dates to 2022, about 4 years ago. Addison is also registered as a broker representative.
Current advisory firm
- American Century Investments Private Client Group, Inc.Since February 2022Leawood, KS · $2.3B in regulatory assets
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Addison’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at American Century Investments Private Client Group, Inc.
- Amy L. AlleyLeawood
- Maxwell M. BrownLeawood
- Matthew T. JanesLeawood · Certified Financial Planner
- Matthew G. LordLeawood
- Donald G. ThomasLeawood · Chartered Financial Consultant
- Ryan D. AdamsShawnee
- David S. ArnoldKansas City · Certified Financial Planner
- Gage L. AtwoodKansas City
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