John Phelps, financial advisor Edmond OK
96 score

John Phelps

CRD Number: 867997
Current Firm: Waddell & Reed

John Phelps (CRD# 867997) is an Investment Advisor Representative working at Waddell & Reed in Edmond, OK and has over 17 years of experience in the finance industry. John Phelps 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
Dancing Dog Crescent, OK Aug 2010 - Current 6
Gailynn Phelps Edmond, OK Jan 2004 - Current 12
Waddell & Reed, Inc. Edmond, OK Mar 1999 - Current 17
Various Insurance Carriers Crescent, OK Jan 1979 - Current 37
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 1999
Contact Info for John W. Phelps
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
  • CO
  • MO
  • TX
  • WA
  • OK
  • IL
  • KS
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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