Kristen Tapp, financial advisor Edmond OK
90 score

Kristen Tapp

CRD Number: 5911454
Current Firm: Waddell & Reed

Kristen Tapp (CRD# 5911454) is an Investment Advisor Representative working at Waddell & Reed in Edmond, OK and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Various Insurance Carriers For W&r Insurance Agencies Oklahoma City, OK Apr 2012 - Current 4
Waddell & Reed Inc. Edmond, OK Oct 2011 - Current 5
Nellie Green Edmond, OK Apr 2011 - Feb 2012 < 1
Abercrombie And Fitch Oklahoma City, OK Sep 2010 - Apr 2011 < 1
Skirvin Hilton Oklahoma City, OK Jun 2009 - Sep 2010 1
Student Oklahoma City, OK Aug 2001 - Jun 2009 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2012
Contact Info for Kristen Tapp
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CO
  • KS
  • OH
  • OK
  • TX
  • VA
  • FL
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
90
Clean Record
This advisor has a clean track record with regulators.

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