Aaron Seyfried, financial advisor Fort Mitchell KY
96 score

Aaron Seyfried

CRD Number: 5467047
Current Firm: Waddell & Reed

Aaron Seyfried (CRD# 5467047) is an Investment Advisor Representative working at Waddell & Reed in Fort Mitchell, KY and has over 8 years of experience in the finance industry. Aaron Seyfried 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
Northern Kentucky Educators Federal Credit Union Highland Heights, KY Feb 2013 - Current 3
Legacy Ft Mitchell, KY Jun 2011 - Current 5
Asrlb, LLC Union, KY Jan 2010 - Current 6
Wellington Place Alexandria, KY Jul 2009 - Current 7
Upspring Cincinnati, OH May 2009 - Current 7
Various Insurance Carriers For W&r Insurance Agencies, Inc. Union, KY May 2008 - Current 8
Daniels Industries, Inc. Fort Wright, KY Mar 2008 - Current 8
Waddell & Reed, Inc. Cincinnati, OH Dec 2007 - Current 9
Daniels Industries, Inc. Ft. Wright, KY Nov 2002 - Mar 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for Aaron W. Seyfried
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CO
  • FL
  • IN
  • KY
  • OH
  • SC
  • WI
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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