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Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Tax Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
    • -Annuities
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients
  • Other

Funds

Funds Used With Clients

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

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Rental Property 4 years, 11 months Oct 2014 - Present
Various Insurance Carriers for W & R Insurance Agencies 20 years, 2 months Jul 1999 - Present
Various Insurance Carriers for W & R Insurance Agencies 20 years, 2 months Jul 1999 - Present
Waddell & Reed, Inc. 20 years, 8 months Jan 1999 - Present
Chamberlain Farms 23 years, 8 months Dec 1990 - Aug 2014

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Diane Chamberlain

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

Answers

Ask a financial questionAsk a question
Good Morning, I was wondering who i needed to call to see if i have a 401k?
If you have a statement from your 401k plan, a phone number should be listed. Otherwise, contact the employer who provided your 401k plan and they should have the contact info available....  (more)
Answered May 2016
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Jul 27, 2019
    FINRA
    FINRA
    • license status
      Registered
    • disclosures
      None
    • as of date
      Aug 5, 2019
    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 Aug. 9, 2019
      • $21.2B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 170K
        Accounts
      • $124.8K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Fixed Fees