OVERLAND PARK, Kan.–(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.
Contacts
Roger Hoadley
VP, Communications
[email protected]
