James Schank, financial advisor Kansas City MO
93 score

James Schank

CRD Number: 5414518
Current Firm: Waddell & Reed

James Schank (CRD# 5414518) is an Investment Advisor Representative working at Waddell & Reed in Kansas City, MO and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Craig Kurth Gladstone, MO May 2015 - Current 1
Phillip Fine Leawood, KS Feb 2014 - Current 2
Various Insurance Carriers For W&r Insurance Agencies Parkville, MO Nov 2007 - Current 9
Waddell & Reed, Inc. Gladstone, MO Aug 2007 - Current 9
Jim Schank Parkville, MO Sep 1980 - Current 36
Phillip Fine, Advisor Gladstone, MO Jun 2011 - Feb 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for James M. Schank
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • AL
  • CA
  • CO
  • FL
  • IL
  • IN
  • IA
  • KS
  • MN
  • MO
  • NE
  • NC
  • SC
  • WA
  • PA
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
93
Clean Record
This advisor has a clean track record with regulators.

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