Mandie Dodgson, financial advisor Grand Rapids MI
90 score

Mandie Dodgson

CRD Number: 6242395
Current Firm: Waddell & Reed

Mandie Dodgson (CRD# 6242395) is an Investment Advisor Representative working at Waddell & Reed in Grand Rapids, MI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Various Insurance Carriers For W & R Insurnace Agencies Byron Center, MI Jun 2014 - Current 3
Waddell & Reed, Inc. Grand Rapids, MI Aug 2013 - Current 4
Flagstar Bank Comstock Park, MI May 2005 - Jul 2014 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Mandie J. Dodgson
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CO
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    19,057
    MILLIONS
  • Total Number of Accounts
    153,035
    ACCOUNTS
  • Average Account Value
    $124,526
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, WY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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