CRD# 6059380
Rbc Capital Markets, LLC
CRD# 5639065
Lpl Financial LLC
CRD# 4474690
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Lincoln, NE | Jul 2021 - Current | 2 |
| 37 Tax, Inc. | Lincoln, NE | Oct 2020 - Jul 2021 | < 1 |
| 37 Wealth | Lincoln, NE | Jan 2019 - Jul 2021 | 2 |
| Kaca Corp | Lincoln, NE | Apr 2015 - Jul 2021 | 6 |
| Loren Kampschnieder | Lincoln, NE | Jan 2012 - Jul 2021 | 9 |
| Various Insurance Carriers For W&r Insurance Agencies | Lincoln, NE | Oct 2007 - Jul 2021 | 13 |
| Waddell & Reed, Inc. | Lincoln, NE | Jul 2007 - Jul 2021 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2007 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2007 |
- NE
- TX
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Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC and a Federally Registered Investment Advisor.
Insurance products are offered through insurance companies/agencies with which Waddell & Reed has sales arrangements.
Investment and Insurance products offered through Waddell & Reed, Inc.: Not FDIC/NCUA Insured • No Bank Guarantee • May Lose Value
The information on this site is for general informational and educational purposes only and is not to be considered an individualized recommendation or personalized investment advice. Please consult a professional prior to making financial decisions and keep in mind that investing involves risk including the potential to lose principal.
This site is published for residents of the United States only. Financial Advisors of Waddell & Reed, Inc. may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Waddell & Reed, Inc. corporate site at www.waddell.com, or contact the Waddell & Reed compliance department at 800-532-2762.
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