Back to top

Overview

Services

Advisor Services

  • Financial Planning

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Various Insurance Carriers for W & R Insurance Agencies 5 years, 5 months Sep 2010 - Present
Waddell & Reed, Inc 5 years, 6 months Aug 2010 - Present
Family Heritage Life Ins 5 months May 2010 - Oct 2010
Spring Ford Country Club 9 years, 6 months Sep 2000 - Mar 2010
Are You
Sharon Sue Wisler?
  • Claim your profile
    for FREE
  • Update your
    contact information
  • Highlight your specialties
    and expertise
Claim this free profile

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Sharon Wisler

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
There are no answers for this advisor to display at this time.

Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jan 1, 2016
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jan 16, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Waddell & Reed

Last updated on Jan. 30, 2016
    • $17.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 136K
      Accounts
    • $125.8K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
  • Variable Fees
Other Advisors in Your Area
  • Eve L. Kaplan, CFP®
    Kaplan Financial Advisors LLC
    Berkeley Heights, NJ
    View Profile
  • James D. Kinney, CFP®
    Financial Pathways
    Bridgewater, NJ
    View Profile
  • Sheri Cupo, CFP®
    SageBroadview Financial Planning, LLC
    Morristown, NJ
    View Profile
  • Daniel "Danny" Chen
    Cetera Advisors LLC
    Eatontown, NJ
    View Profile
  • Douglas J. Lyons, CFA, CFP®, CDFA™
    Douglas J. Lyons Financial Group Inc.
    Red Bank, NJ
    View Profile
  • Ryan Patrick Zacharczyk
    Zynergy Retirement Planning
    Red Bank, NJ
    View Profile