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Contact Information
Rick L Davis 
Position Title:   Financial Advisor 
Waddell & Reed, Inc.®
Address: 2700 WESTOWN PKWY
SUITE 260
W DES MOINES, IA 50266
Office:   (515) 278-2347
Personal Office Phone:   (515) 278-2347
Fax:   (515) 278-4324

email me

Mission Statement
To remain true to the increasing needs of those who seek my advice. To be a student of life, striving always for a deeper understanding of the issues and decisions that impact our lives, both present and future. As a student and a teacher, help guide others along a path toward their goals while never losing sight of that which they value most.

Professional Designations
Certified Financial Planner™, CFP®


Areas of Specialization
Financial Planning
Investment Strategies
Mutual Fund Investments
Portfolio Allocation Strategies
Qualified Retirement Plans
Retirement Planning
Tax-Advantaged Investing




* Many Waddell & Reed Financial Advisors are able to sell insurance products as agents of various insurance companies through arrangements that Waddell & Reed has made with these insurance companies.

** Certain Waddell & Reed offices are located in banks, credit unions and other financial institutions. Investment products offered by Waddell & Reed on the premises of financial institutions are not insured by the FDIC, are not deposits or other obligations of the financial institution and are not guaranteed by the financial institution, and are subject to investment risks, including possible loss of the principal invested.

 
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The products and services described in this website are offered only in the United States, Puerto Rico and the U.S. Virgin Islands. Nothing in this website should be considered a solicitation to buy or an offer to sell such products and services in any jurisdiction where the offer or solicitation would be unlawful under the laws of such jurisdiction. Mutual Funds distributed by Waddell & Reed, Inc. are offered by prospectus only.

Investors should consider the investment objectives, risks, charges and expenses of a fund carefully before investing. For a prospectus containing this and other information for the mutual funds offered by Waddell & Reed, call your financial advisor or click here. Please read the prospectus carefully before investing.

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