Kim SchellCRD Number: 5625236
Current Firm: Waddell & Reed
Kim Schell (CRD# 5625236) is an Investment Advisor Representative working at Waddell & Reed in Golden, CO and has over 8 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
Bsw Wealth Partners
|Val Hein||Golden, CO||Feb 2017 - Current||1|
|Casa Court Appointed Special Advocates||Brighton, CO||Aug 2013 - Current||4|
|Karen Nichol||Denver, CO||Oct 2012 - Current||5|
|City Of Thornton||Thornton, CO||Mar 2011 - Current||7|
|Various Insurance Carriers For W&r Insurance Agencies||Thornton, CO||Dec 2009 - Current||8|
|Waddell & Reed||Golden, CO||Apr 2009 - Current||9|
|James Burnik||Golden, CO||Jan 2015 - Feb 2017||2|
|Broomfield Chamber Of Commerce Leads Group||Broomfield, CO||Mar 2013 - Sep 2014||1|
|Broomfield Chamber Of Commerce||Broomfield, CO||Jan 2012 - Sep 2014||2|
|Springvale Hoa Homestead Management||Westminster, CO||Dec 2010 - Jul 2013||2|
|Anne Burnik||Golden, CO||Nov 2008 - Apr 2009||< 1|
|Unemployed||Brighton, CO||Sep 2008 - Nov 2008||< 1|
|Commerce City Recreation Center||Commerce City, CO||Mar 2007 - Sep 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2009|
Total Assets Under Management19,057MILLIONS
Total Number of Accounts153,035ACCOUNTS
Average Account Value$124,526
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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, WY
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