Adviser and broker representative · American Century Investments Private Client Group, Inc.
Charisa N. Dodd
CRD 7629733 · Kansas City, MO
At a glance
Charisa N. Dodd is an investment adviser representative with American Century Investments Private Client Group, Inc. in Kansas City, MO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Charisa’s SEC record dates to 2024, about 2 years ago. Charisa is also registered as a broker representative.
Current advisory firm
- American Century Investments Private Client Group, Inc.Since September 2024Kansas City, MO · $2.3B in regulatory assets
SEC adviser record
- Registered since
- 2024 (2 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Charisa’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
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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.