Waddell & Reed, Inc. Continues Strong Recruiting as Nine Experienced Advisors Affiliate
July 08 2020 - 6:45AM
Business Wire
Waddell & Reed, Inc. in just over a month has added nine
more experienced financial advisors to its national network, with
combined assets under administration totaling $701 million and
annual production totaling $3.4 million. Since Jan. 1, 2020, 22
advisors, including those announced here, have affiliated with
Waddell & Reed. The addition of these independent advisors
represents continued progress in the firm’s ongoing strategy to
grow its team of experienced advisors and expand coverage
nationwide.
Advisor
Prior Firm
City, State
Transition Date
T. Michael Hogan, Jr., AIF®
Pensionmark Securities
Honolulu, Hawaii
May 26, 2020
Andrew Stenzel
Edward Jones
Boulder, Colorado
June 5, 2020
Yoko Lawing
Edward Jones
North Platte, Nebraska
June 8, 2020
Adrienne Alvarez
US Bankcorp Investments
Irvine, California
June 11, 2020
Kevin Albrecht
Cetera
Bridgewater, New Jersey
June 15, 2020
Lawrence King
Mutual Securities, Inc.
Temecula, California
June 23, 2020
Roger Buller, AAMS®
Benjamin F. Edwards & Co.
Wichita, Kansas
June 24, 2020
Christopher Anderson, CRPC®
Edward Jones
Campbell, California
June 29, 2020
Marc Hollendoner
Fifth Third Securities
Oak Brook, Illinois
July 2, 2020
As part of 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 more than 1,300 financial advisors and advisor
associates nationwide. Waddell & Reed, Inc. is a subsidiary of
Waddell & Reed Financial, Inc. (NYSE: WDR). 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/20200708005107/en/
Roger Hoadley VP, Communications rhoadley@waddell.com
Waddell and Reed Financial (NYSE:WDR)
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