Waddell & Reed welcomes financial advisors
OVERLAND PARK, Kan., Oct. 10, 2016 – Waddell & Reed announces that four experienced financial advisors affiliated with the firm in July and August with assets totaling more than $227.7 million. They will work in registered offices across the country.
|Advisor||Firm Leaving||City, State||AUM
|Transition Date||Managing Principal|
|Jake Dawson||Merrill Lunch||Lynchburg, Va.||$143.2M||Aug. 17, 2016||Chris Roberts|
|Kenneth Gass||Wunderlich Securities||Birmingham, Mich.||$26.3M||Aug. 19, 2016||Terry Linder|
|Michael McKinnis||Edward Jones||Denver, Colo.||$35.5M||July 14, 2016||David Ross|
|Gary Pawliczek||Ameriprise||Wilmington, Del.||$22.7M||Aug. 26, 2016||Frank Hosmer|
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.