Financial advisors align with Waddell & Reed

July 11, 2017

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OVERLAND PARK, Kan., July 11, 2017 – Waddell & Reed announces that four independent financial advisors affiliated with the firm during second quarter 2017 bringing assets totaling $295.2 million. They will work in registered offices across the country.

Advisor Firm Leaving City, State AUM
(pre transition)
Transition Date Managing Principal
Louis Bosso, Jr. Wells Fargo Cherry Hill, N.J. $60.1M May 25, 2017 Mesmin Pelerin
Douglas E. Hardin US Bancorp St. Louis, Mo. $54.1M April 7, 2017 Nicholas Miskov
David “Prescott” Osterbrock US Bancorp Cincinnati, Ohio $76.8M April 21, 2017 Jeffrey Harper
Dale W. Von Hoffmann Merrill Lynch St. Louis, Mo. $104.2M June 16, 2017 Nicholas Miskov

Founded in 1937, Waddell & Reed, Inc. provides financial planning services to clients throughout the U.S. through its network of nearly 1,800 financial advisors working in more than 160 registered offices. The firm occupies a distinctive niche in the financial services landscape, positioned on the continuum between the fullservice model and the independent model. Waddell & Reed’s approach combines uncommon advisor support with an unexpected level of compensation.

Waddell & Reed, Inc. is a subsidiary of Waddell & Reed Financial, Inc. (NYSE: WDR), which had $86.5 billion in total assets under management at June 30, 2016. For more information about Waddell & Reed, visit joinwaddell.com.

Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC and Federally Registered Investment Advisor.

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