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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Waddell & Reed 4 years, 1 month Oct 2015 - Present
Executive Airshare 3 years, 1 month Sep 2012 - Oct 2015
H&R Block, Inc 2 years, 11 months Sep 2009 - Aug 2012
H&R Block Inc 4 years, 8 months Jan 2005 - Sep 2009
Are You
Benjamin Russell Clouse?
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Designations & Memberships

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Articles and Answers

Insights by Benjamin Clouse

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Nov 27, 2018
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Ivy Investments

Last updated on June 12, 2019
    • $67.8B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 142
      Accounts
    • $477.3M
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Performance-Based Fees
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