Karla Scheve, financial advisor Humble TX

Karla Scheve

CRD Number: 5841415
Current Firm: Waddell & Reed

Karla Scheve (CRD# 5841415) is an Investment Advisor Representative working at Waddell & Reed in Humble, TX and has over 9 years of experience in the finance industry. Karla Scheve 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
Greater Celina Chamber Of Commerce Celina, TX Jan 2018 - Current 2
Scheve Property LLC Celina, TX May 2016 - Current 3
Karla Scheve Celina, TX Jan 2015 - Current 5
Various Insurance Carriers For W&r Insurance Agencies Celina, TX Dec 2010 - Current 9
Waddell & Reed, Inc. Celina, TX Sep 2010 - Current 9
Robert And Karla Scheve Celina, TX Oct 2005 - Current 14
Greater Celina Chamber Of Commerce Celina, TX Apr 2012 - Jan 2018 5
Rj Scheve Construction LLC Celina, TX Jan 2011 - Apr 2016 5
Karla Scheve Celina, TX Nov 2010 - Sep 2014 3
Solavei LLC Bellevue, WA Sep 2012 - Sep 2013 1
Unemployed Celina, TX Aug 2010 - Sep 2010 < 1
Union Bank Lincoln, NE Feb 2001 - Aug 2010 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2010
Contact Info for Karla L. Scheve
Phone Number: 913-236-2000
Registered State(s):
  • AL
  • AR
  • CA
  • CO
  • GA
  • KS
  • LA
  • MN
  • MO
  • NE
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    21,207
    MILLIONS
  • Total Number of Accounts
    169,956
    ACCOUNTS
  • Average Account Value
    $124,780
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • 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, MA, 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
Clean Record
This advisor has a clean track record with regulators.

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