Kelly R. Staudenmyer

AMERICAN CENTURY INVESTMENT SERVICES

Kansas City, MO 64111

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CRD#: 2897630

Professional summary

Kelly Rene Staudenmyer, who also goes by Kelly Rene Moschini, is a registered financial professional currently at AMERICAN CENTURY INVESTMENT SERVICES INC. located in Kansas City, Missouri.

Kelly is registered as a RR (Registered Representative) and started their career in finance in 2005. Kelly has worked at 3 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Kelly Rene Moschini

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Kelly Rene Staudenmyer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 1, 2017 - Present

AMERICAN CENTURY INVESTMENT SERVICES INC.

Office #1: 4500 Main Street, Kansas City, MO 64111

CRD#: 17437

Kansas City, MO

Past

September 2, 2014 - May 7, 2016

EMPOWER FINANCIAL SERVICES, INC.

CRD#: 13109

OVERLAND PARK, KS

Past

June 11, 2009 - September 2, 2014

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

CRD#: 102920

OVERLAND PARK, KS

Past

February 22, 2005 - December 5, 2008

AMERICAN CENTURY INVESTMENT SERVICES INC.

CRD#: 17437

KANSAS CITY, MO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Missouri
(11/1/2017)

Exams

State Security Law Exam

Series 63

Date: 3/14/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/21/2005

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

AMERICAN CENTURY INVESTMENT SERVICES INC.

AMERICAN CENTURY BROKERAGE | TWENTIETH CENTURY SECURITIES, INC. | PLAZA SECURITIES CORPORATION | AMERICAN CENTURY INVESTMENT SERVICES, INC. | AMERICAN CENTURY INVESTMENT SERVICES INC.

CRD#: 17437 / SEC#: , 8-35220

Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

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Contact information

Main Address

4500 Main Street, Kansas City, MO 64111

Mailing Address

P.o. Box 410141, Kansas City, MO 64141-0141

Phone number

(800) 345-2021

Established

Missouri since 04/18/1962

Firm type

Corporation

Fiscal year end

December

Firm Size

Medium

# of Employees

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
AMERICAN CENTURY COMPANIES, INC.	PARENT COMPANY
LUCHINSKY, RICHARD TODD	SVP, PRESIDENT	2065489
PAK, JOHN DONGJIN	CLO	3226458
REDLINE, CHERYL LOUISE	TREASURER, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER	5371811
SCHAPPERT, BRIAN JOSEPH	SVP, DIRECTOR	5362490
SHELTON, AMY DIANE	CCO	2556023
SMITH, RICHARD ANDREW	SVP, DIRECTOR	6109979
TURNER, MICHAEL RYAN	DIRECTOR	5469914

Disclosures

Regulatory Event	2
Arbitration	1

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Kelly R. Staudenmyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Kelly Rene Staudenmyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERICAN CENTURY INVESTMENT SERVICES INC.

EMPOWER FINANCIAL SERVICES, INC.

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

AMERICAN CENTURY INVESTMENT SERVICES INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 3/14/2005

SIE

Date: 10/1/2018

Series 6

Date: 2/21/2005

FINRA

Current Firm

AMERICAN CENTURY INVESTMENT SERVICES INC.

Contact information

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

AMERICAN CENTURY INVESTMENT SERVICES INC.

TRUST BUT VERIFY

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