Paige Richardson, financial advisor Lake Elmo MN

Paige Richardson

CRD Number: 6763277
Current Firm: Waddell & Reed

Paige Richardson (CRD# 6763277) is an Investment Advisor Representative working at Waddell & Reed in Lake Elmo, MN and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Waddell & Reed, Inc. Lake Elmo, MN Oct 2019 - Current 1
Willy Zimmerman Lake Elmo, MN Oct 2019 - Current 1
Various Insurance Carriers For W&r Insurance Agencies Hudson, WI Oct 2019 - Current 1
Dan Stoudt-state Farm Oak Park Hts, MN May 2019 - Oct 2019 < 1
Kestra Investment Services, LLC St.paul, MN Feb 2017 - May 2019 2
Greater Midwest Financial Group St Paul, MN Feb 2017 - May 2019 2
Unemployed Hudson, WI Dec 2016 - Feb 2017 < 1
University Of Wisconsin Eau Claire Eau Claire, WI Sep 2016 - Dec 2016 < 1
Bit By Bit Solutions Inc. Hudson, WI Jun 2014 - Sep 2016 2
Unemployed Hudson, WI Jan 2014 - Jun 2014 < 1
Taco John's Hudson, WI Jun 2011 - Jan 2014 2
Hudson High School Hudson, WI Sep 2009 - Jun 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2019
Contact Info for Paige J. Richardson
Phone Number: 913-236-2000
Registered State(s):
  • CA
  • FL
  • IA
  • ME
  • MN
  • NJ
  • PA
  • TX
  • WI
By the Numbers
  • Total Assets Under Management
    26,947
    MILLIONS
  • Total Number of Accounts
    180,314
    ACCOUNTS
  • Average Account Value
    $149,446
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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