Melanie Schneweis, financial advisor Great Bend KS
81 score

Melanie Schneweis

CRD Number: 5288398
Current Firm: Waddell & Reed

Melanie Schneweis (CRD# 5288398) is an Investment Advisor Representative working at Waddell & Reed in Great Bend, KS and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Bazaarvoice Austin, TX May 2016 - Current < 1
Schneweis Reunion Great Bend, KS Aug 2014 - Current 2
West At Home Omaha, NE Feb 2010 - Current 6
Various Insurance Carriers For W&r Insurance Agencies Great Bend, KS Mar 2009 - Current 7
Waddell & Reed, Inc. Great Bend, KS Feb 2009 - Current 7
Tele Tech At Home Englewood, CO Sep 2015 - Feb 2016 < 1
Dollar General Great Bend, KS May 2014 - Mar 2015 < 1
Dollar General Great Bend, KS Oct 2012 - Dec 2013 1
Ameritrade Omaha, NE Jan 2007 - Feb 2009 2
Kelly Services Omaha, NE Nov 2006 - Jan 2007 < 1
Majestic Hotel Omaha, NE Oct 2006 - Nov 2006 < 1
Holiday Inn Central Omaha, NE May 2002 - Oct 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2007
S66 NASAA Uniform Combined State Law Examination Feb 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Melanie S. Schneweis
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • KS
  • LA
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
81

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