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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 6 years Sep 2010 - Present
Waddell & Reed, Inc 6 years, 1 month 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
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Sharon Sue Wisler?
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Designations & Memberships

Membership information not available

Articles and Answers

Insights by Sharon Wisler

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Answers

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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 June 2, 2016
    • $18.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 150K
      Accounts
    • $122.4K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
  • Variable Fees