Corey Waddell, financial advisor Indianapolis IN
89 score

Corey Waddell

CRD Number: 5286497
Current Firm: Capital Cities Investments

Corey Waddell (CRD# 5286497) is an Investment Advisor Representative working at Capital Cities Investments in Indianapolis, IN and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Capital Cities Investments Indianapolis, IN Apr 2014 - Current 2
Capital Cities, LLC Indianapolis, IN Oct 2013 - Current 3
Mercer Investment Consulting Chicago, IL Jan 2012 - Sep 2013 1
Unemployed Chicago, IL May 2011 - Dec 2011 < 1
Dimeo Schneider & Associates Chicago, IL Jul 2008 - May 2011 2
Butler University Indianapolis, IN Aug 2004 - May 2008 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Corey S. Waddell
Phone Number: 317-475-4500
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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

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