Waddell & Reed Welcomes New Financial Advisors


OVERLAND PARK, Kan., Aug. 4, 2016 – Waddell & Reed announces that eight experienced financial advisors have affiliated with the firm February – July with assets totaling more than $314.8 million. They will work in registered offices across the country.

Advisor Firm Leaving City, State AUM
(pre transition)
Transition Date Managing Principal
Jeremiah Dellas Fifth Third Securities St. Louis, Mo. $25.7M Feb. 1, 2016 Nick Miskov
Peter Drusch Merrill Lynch Southlake, Texas $38.5M Feb. 26, 2016 Jimmy Apodaca
Joseph Ganote Bankers & Investors Co. Independence, Mo. $25.9M Feb. 26, 2016 John Kliewer
Rudy Anguiano Wells Fargo Brea, Calif. $38.4M Feb. 29, 2016 Scott Lunine
Barbara Clements HD Vest Financial Services Tallahassee, Fla. $28.4M May 6, 2016 Dustin Johnson
William Connell— David Mann Team Wunderlich Securities Livonia, Mich. $90M May 17, 2016 Terry Lindner
Nicholas Curinga Cetera Financial Group Pittsburg, Pa. $32.4M June 6, 2016 Jerome Boring
Michael McKinnis Edward Jones Denver, Colo. $35.5M July 14, 2016 David Ross

Market Data powered by Wikinvest. Data is provided as-is, delayed, and subject to Terms