Brody Schoen, financial advisor Indianapolis IN
97 score

Brody Schoen

CRD Number: 6060867
Current Firm: Waddell & Reed
Compensation Model: Fee Only

Brody Schoen (CRD# 6060867) is an Investment Advisor Representative working at Waddell & Reed in Indianapolis, IN and has over 3 years of experience in the finance industry.  He has completed his Accredited Asset Management Specialist (AAMS) designation, and works with his clients on investment management and retirement planning.  Brody enjoys playing golf on the weekends and spending time outdoors with his wife and puppy.

CONTACT
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Professional Designations
Company Name Location Dates Years
Waddell & Reed Inc. Indianapolis, IN May 2013 - Current 3
Northwestern Mutual Investment Services, LLC Mishawaka, IN Sep 2012 - May 2013 < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI May 2012 - May 2013 1
Hope Hospice Inc. Rochester, IN May 2011 - Aug 2011 < 1
Rochester Community Schools Rochester, IN May 2010 - Aug 2010 < 1
Rochester Summer Parks Program Rochester, IN Jun 2007 - Jun 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2013
S65 NASAA Investment Advisors Law Examination Jul 2013
S7 General Securities Representative Examination (GS) Feb 2015
Contact Info for Brody C. Schoen
Phone Number: (317) 663-8444 x124
Firm Website: http://www.waddell.com
Registered State(s):
  • CO
  • FL
  • IN
  • LA
  • MI
  • NC
  • OH
  • SC
  • TX
  • WI
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Firm Disclaimer:

Securities and Investment Advisory Services through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC, and Federally Registered Investment Advisor. 
Please be advised that we cannot accept orders sent via e-mail.

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BADGES
97
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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