Frank Opelka
CRD Number: 7556299Current Firm: American Century Investments Private Client Group, Inc.
Frank Opelka (CRD# 7556299) is an Investment Advisor Representative working at American Century Investments Private Client Group, Inc. in Kansas City, MO and has 1 year of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| American Century Investment Services, Inc. | Kansas City, MO | Jun 2022 - Current | 1 |
| Full Time Student At The University Of Kansas | Lawrence, KS | Aug 2018 - May 2022 | 3 |
| Etsy | Overland Park, KS | Jan 2018 - May 2022 | 4 |
| Power Dry Kc | Olathe, KS | Jun 2021 - Jun 2021 | < 1 |
| Meat Mitch | Mission Hills, KS | Apr 2020 - Aug 2020 | < 1 |
| Specchem LLC | Kansas City, KS | May 2019 - Aug 2019 | < 1 |
| Full Time Student At Shawnee Mission East High School | Prairie Village, KS | Aug 2014 - May 2018 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2022 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- MO
- TX
-
Total Assets Under Management1,867MILLIONS
-
Total Number of Accounts3,717ACCOUNTS
-
Average Account Value$502,228
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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