Cristee Coates, financial advisor Greensburg KS
93 score

Cristee Coates

CRD Number: 1851440
Current Firm: Waddell & Reed

Cristee Coates (CRD# 1851440) is an Investment Advisor Representative working at Waddell & Reed in Greensburg, KS and has over 28 years of experience in the finance industry.

Similar Advisors
Larry Cahoj, financial advisor Greensburg KS
Larry J. Cahoj
CRD# 1982570
H.d. Vest Advisory Services, Inc.
Score
93
Similar Advisors
Dean Zortman, financial advisor Greensburg KS
Dean L. Zortman
CRD# 4201232
Waddell & Reed
Score
93
Company Name Location Dates Years
Dean Zortman Hays, KS Jul 1997 - Current 19
Various Insurance Carriers For W&r Insurance Agencies Pratt, KS Jul 1988 - Current 28
Waddell & Reed, Inc. Greensburg, KS Jun 1988 - Current 28
Doan Family Corporation Dba H&r Block Pratt, KS Mar 1985 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1988
S65 NASAA Investment Advisors Law Examination Jul 2010
Contact Info for Cristee O. Coates
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CO
  • KS
  • ND
  • TX
  • MI
  • 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

Ready to hire a financial advisor? Get competitive proposals from Cristee Coates and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.