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AO

Andrew L. Osborne

AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP
Kansas City, MO 64111
Some features on this profile are disabled
CRD#: 7426045
AO

Professional summary

Andrew Lowell Osborne, who also goes by Drew Osborne, is a registered financial advisor currently at AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC. located in Kansas City, Missouri and AMERICAN CENTURY INVESTMENT SERVICES INC. located in Kansas City, Missouri.

Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Andrew has worked at 5 firms and has passed the Series 66, Series 7TO, SIE, Series 4 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Drew Osborne

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 Andrew Lowell Osborne'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

August 28, 2025 - Present

AMERICAN CENTURY INVESTMENTS PRIVATE CLIENT GROUP, INC.

Office #1: 4500 Main Street, Kansas City, MO 64111
RIA
CRD#: 290043
Kansas City, MO
Current

August 28, 2025 - Present

AMERICAN CENTURY INVESTMENT SERVICES INC.

Office #1: 4500 Main Street, Kansas City, MO 64111
BD
CRD#: 17437
Kansas City, MO
Past

February 7, 2023 - August 26, 2025

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
Overland Park, KS
Past

December 12, 2022 - August 26, 2025

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
AUSTIN, TX
Past

February 18, 2022 - October 27, 2022

AE FINANCIAL SERVICES, LLC

BD
CRD#: 298608
Topeka, 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

IAR
Kansas
(9/2/2025)
RR
Missouri
(8/28/2025)
IAR
Missouri
(8/29/2025)
IAR
Texas
(8/28/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/3/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/18/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/7/2021
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 4
Date: 3/9/2023
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/3/2022
General Securities Principal 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#: 290043Kansas City, MO 64111

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