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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Various Insurance Carriers for W & R Insurance Agencies 6 years, 4 months Sep 2010 - Present
Waddell & Reed, Inc 6 years, 5 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
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Sharon Sue Wisler?
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Designations & Memberships

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Articles and Answers

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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
    Dec 11, 2015
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. 3, 2017
    • $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
  • Other
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