Donna BennettCRD Number: 3151376
Current Firm: Waddell & Reed
Donna Bennett (CRD# 3151376) is an Investment Advisor Representative working at Waddell & Reed in Colby, KS and has over 18 years of experience in the finance industry.
Waddell & Reed
Waddell & Reed
Lpl Financial LLC
|Donna K Bennett||Colby, KS||Jan 2009 - Current||8|
|Colby Welcome Pack||Colby, KS||Sep 2006 - Current||11|
|Heartland Rural Counseling Inc.||Colby, KS||Oct 1999 - Current||18|
|Waddell & Reed, Inc.||Salina, KS||Nov 1998 - Current||18|
|Various Insurance Carriers||Colby, KS||Aug 1998 - Current||19|
|Taxes & More, LLC||Colby, KS||Nov 2000 - Jan 2009||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 1998|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Criminal Record
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
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