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ML

Matthew G. Lord

AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP
Leawood, KS 66211
Some features on this profile are disabled
CRD#: 5974946
ML

Professional summary

Matthew Gerald Lord, who also goes by Matthew Gerald Lord, Matthew Lord, Matthew G Lord, is a registered financial advisor currently at AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. located in Leawood, Kansas and AMERICAN CENTURY INVESTMENT SERVICES INC. located in Leawood, Kansas.

Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Matthew has worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Matthew Gerald Lord | Matthew Lord | Matthew G Lord

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) - RIA

Click below to view Matthew Gerald Lord'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

February 25, 2026 - Present

AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

Office #1: 4917 Town Center Drive, Leawood, KS 66211
RIA
CRD#: 290043
Leawood, KS
Current

February 25, 2026 - Present

AMERICAN CENTURY INVESTMENT SERVICES INC.

Office #1: 4917 Town Center Drive, Leawood, KS 66211
BD
CRD#: 17437
Leawood, KS
Past

March 31, 2025 - December 16, 2025

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
OVERLAND PARK, KS
Past

September 20, 2023 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
WESTLAKE, TX
Past

August 28, 2023 - December 16, 2025

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
WESTLAKE, TX
Past

September 16, 2022 - August 7, 2023

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
Blue Springs, MO
Past

September 16, 2022 - August 7, 2023

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Blue Springs, MO
Past

October 23, 2020 - July 5, 2022

CREATIVE PLANNING

RIA
CRD#: 105348
OVERLAND PARK, KS
Past

January 7, 2020 - October 21, 2020

EMPOWER ADVISORY GROUP, LLC

RIA
CRD#: 112058
OVERLAND PARK, KS
Past

April 4, 2018 - October 21, 2020

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
OVERLAND PARK, KS
Past

September 2, 2014 - March 6, 2018

EMPOWER FINANCIAL SERVICES, INC.

BD
CRD#: 13109
OVERLAND PARK, KS
Past

September 14, 2011 - September 2, 2014

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.

BD
CRD#: 102920
OVERLAND PARK, KS

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP | AMERICAN CENTURY PRIVATE CLIENT GROUP, INC. | AMERICAN CENTURY PRIVATE CLIENT GROUP | AMERICAN CENTURY PERSONAL FINANCIAL SOLUTIONS, INC. | AMERICAN CENTURY PERSONAL FINANCIAL SOLUTIONS | AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

CRD#: 290043 / SEC#: 801-111963

RIA
Registered Investment Advisory firm - (10/30/2017 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
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

RR
Alabama
(2/25/2026)
RR
Alaska
(2/25/2026)
RR
Arizona
(2/25/2026)
RR
Arkansas
(2/25/2026)
RR
California
(2/25/2026)
RR
Colorado
(2/25/2026)
RR
Connecticut
(2/25/2026)
RR
Delaware
(2/25/2026)
RR
District of Columbia
(2/25/2026)
RR
Florida
(2/25/2026)
RR
Georgia
(2/25/2026)
RR
Hawaii
(2/25/2026)
RR
Idaho
(2/25/2026)
RR
Illinois
(2/25/2026)
RR
Indiana
(2/25/2026)
RR
Iowa
(2/25/2026)
RR
Kansas
(2/25/2026)
IAR
Kansas
(2/25/2026)
RR
Kentucky
(2/25/2026)
RR
Louisiana
(2/25/2026)
RR
Maine
(2/25/2026)
RR
Maryland
(2/25/2026)
RR
Massachusetts
(2/25/2026)
RR
Michigan
(2/25/2026)
RR
Minnesota
(2/25/2026)
RR
Mississippi
(2/25/2026)
RR
Missouri
(2/25/2026)
IAR
Missouri
(2/25/2026)
RR
Montana
(2/25/2026)
RR
Nebraska
(2/25/2026)
RR
Nevada
(2/25/2026)
RR
New Hampshire
(2/25/2026)
RR
New Jersey
(2/25/2026)
RR
New Mexico
(2/25/2026)
RR
New York
(2/25/2026)
RR
North Carolina
(2/25/2026)
RR
North Dakota
(2/25/2026)
RR
Ohio
(2/25/2026)
RR
Oklahoma
(2/25/2026)
RR
Oregon
(2/25/2026)
RR
Pennsylvania
(2/25/2026)
RR
Rhode Island
(2/25/2026)
RR
South Carolina
(2/25/2026)
RR
South Dakota
(2/25/2026)
RR
Tennessee
(2/25/2026)
RR
Texas
(2/25/2026)
IAR
Texas
(2/25/2026)
RR
Utah
(2/25/2026)
RR
Vermont
(2/25/2026)
RR
Virginia
(2/25/2026)
RR
Washington
(2/25/2026)
RR
West Virginia
(2/25/2026)
RR
Wisconsin
(2/25/2026)
RR
Wyoming
(2/25/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/3/2020
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/20/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/12/2013
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/13/2011
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

AC
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.
AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP | AMERICAN CENTURY PRIVATE CLIENT GROUP, INC. | AMERICAN CENTURY PRIVATE CLIENT GROUP | AMERICAN CENTURY PERSONAL FINANCIAL SOLUTIONS, INC. | AMERICAN CENTURY PERSONAL FINANCIAL SOLUTIONS | AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

CRD#: 290043 / SEC#: 801-111963

RIA
Registered Investment Advisory firm - (10/30/2017 Approved)
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Contact information

Main Address
4400 Main Street, Kansas City, MO 64111-7709
Mailing Address
P.o. Box 410141, Kansas City, MO 64141-0141
Phone number
(816) 531-5575
Established
Firm type
Fiscal year end
# of Employees
94

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PRIVATE CLIENT GROUP WRAP FEE PROGRAM BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts6,044
AUM (Assets Under Management)$ 1,987,005,678

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

CRD#: 290043Leawood, KS 66211

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