Waddell & Reed, Inc. Adds Financial Advisors
April 01 2020 - 10:00AM
Business Wire
Waddell & Reed, Inc. has added five experienced, independent
financial advisors to its national network, with assets under
administration totaling more than $326.7 million and annual
production totaling $2.1 million. These affiliations support the
firm’s ongoing strategy to grow its team of experienced advisors
and expand coverage nationwide.
Advisor
Prior Firm
City, State
Transition Date
John Hungerford, CFP®
BMO Harris Financial Advisors
Leawood, Kansas
Feb. 11, 2020
John Robins
LPL Financial
San Bernardino, California
Feb. 14, 2020
Andy Beshuk
RIA Channel
Jefferson City, Missouri
Feb. 19, 2020
Doug Munson
Hilltop Securities
Temecula, California
March 6, 2020
Michele De George, CRPC®, RICP®,
CLTC
Ameriprise Financial
Vacaville, California
March 19, 2020
While pursuing its growth strategy, Waddell & Reed also is
reinvigorating its focus on advisor retention by advancing support,
service and overall experience for its existing national network of
independent advisors. This strategic evolution has been focused on
technology enhancements, product expansion, increased compensation
and broadening support through programs such as the Great Practice
Solutions customized practice development program and the Wealth
Solutions Group, a team of credentialed product and sales support
experts.
Founded in 1937, Waddell & Reed, Inc. provides financial
planning services to clients throughout the U.S. through its
network of financial advisors working in nearly 400 offices
nationwide. Waddell & Reed, Inc. is a subsidiary of Waddell
& Reed Financial, Inc. (NYSE: WDR), which had approximately $65
billion in total assets under management at Feb. 29, 2020. For more
information about Waddell & Reed, visit waddell.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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version on businesswire.com: https://www.businesswire.com/news/home/20200401005067/en/
Roger Hoadley VP, Communications rhoadley@waddell.com
Waddell and Reed Financial (NYSE:WDR)
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