Edward Frelly, financial advisor Colorado Springs CO
96 score

Edward Frelly

CRD Number: 5609839
Current Firm: Waddell & Reed

Edward Frelly (CRD# 5609839) is an Investment Advisor Representative working at Waddell & Reed in Colorado Springs, CO and has over 7 years of experience in the finance industry. Edward Frelly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Chapman University Alumni Association Orange, CA Sep 2014 - Current 2
Edward Frelly Monument, CO Oct 2013 - Current 3
Various Insurance Carriers For W&r Insurance Agencies Colorado Springs, CO May 2012 - Current 4
Waddell & Reed, Inc. Colorado Springs, CO May 2012 - Current 4
Unemployed Monument, CO Apr 2012 - May 2012 < 1
Edward Jones Monument, CO Oct 2008 - Apr 2012 3
Unemployed Monument, CO Aug 2008 - Oct 2008 < 1
Starbucks Coffee Company Denver, CO Apr 2000 - Aug 2008 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2009
Contact Info for Edward J. Frelly
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
  • CO
  • SD
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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