Kelly Wade, financial advisor Emporia KS
90 score

Kelly Wade

CRD Number: 6143721
Current Firm: Waddell & Reed

Kelly Wade (CRD# 6143721) is an Investment Advisor Representative working at Waddell & Reed in Emporia, KS and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Chamber Ambassador Emporia, KS Apr 2016 - Current < 1
Leadership Emporia Alumni Association Emporia, KS Sep 2014 - Current 2
Various Insurance Carriers For W&r Insurance Agencies Inc. Emporia, KS Jun 2013 - Current 3
Waddell & Reed, Inc. Emporia, KS Dec 2012 - Current 4
Emporia-lyon County Metropolitan Planning Commission Emporia, KS Jan 2012 - Current 4
Rolling Hills Homeowners Association Emporia, KS Nov 2011 - Current 5
Emporia Public Library Board Emporia, KS Apr 2016 - Apr 2016 < 1
Candidate For City Commission Emporia, KS Jan 2015 - Apr 2015 < 1
Gambino's Pizza Emporia, KS Oct 1997 - Sep 2013 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Kelly Wade
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • FL
  • KS
  • MO
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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