Donald Thomas
Donald Thomas is a ChFC-designated registered investment advisor at American Century Investments Private Client Group, INC., based in Leawood, KS, with 29 years of industry experience. Donald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 4,107 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.90% |
| $5M+ | 0.70% |
Fees are not negotiable, but reductions may apply for promotional events, new clients, employee personnel, or client referrals.
Fee Estimator
Location
4917 Town Center Drive, Leawood, KS, 66211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Donald is a general and limited partner in Donald G. Thomas Family Limited Partnership, a farm business, since 2005. He spends minimal time managing the business, including paying bills.
Employment History
Current Registrations
American Century Investment Services INC.
American Century Investments Private Client Group, INC.
American Century Investment Services INC.Broker
Previous Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Fbl Marketing Services, LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Waddell & Reed
Waddell & ReedBroker
Fbl Investment Management Services, INC.
Fbl Marketing Services, LLCBroker
Princor Financial Services CorporationBroker
Fbl Marketing Services, INC.Broker
State Registrations51 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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