Kevin Fredrickson, financial advisor Lake Oswego OR
93 score

Kevin Fredrickson

CRD Number: 5620028
Current Firm: Waddell & Reed

Kevin Fredrickson (CRD# 5620028) is an Investment Advisor Representative working at Waddell & Reed in Lake Oswego, OR and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Zachary Beckhusen Lake Oswego, OR Feb 2015 - Current 1
Various Insurance Carriers For W & R Insurance Agencies Beaverton, OR Jan 2012 - Current 4
Waddell & Reed Inc. Lake Oswego, OR Jan 2012 - Current 4
Peter Harlin Beaverton, OR Jan 2012 - Current 4
Starbucks Beaverton, OR Mar 2010 - Jun 2013 3
Peter Harlin Beaverton, OR Jan 2011 - Jan 2012 1
Various Insurance Carriers For W&r Insurance Agencies Beaverton, OR Feb 2009 - Mar 2010 1
Waddell And Reed Beaverton, OR Nov 2008 - Mar 2010 1
Starbucks Campbell, CA Jan 2007 - Mar 2009 2
Starbucks Long Beach, CA Jun 2004 - Jan 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Kevin B. Fredrickson
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
  • CO
  • ID
  • IL
  • IA
  • MD
  • MN
  • MT
  • NM
  • SD
  • VA
  • WA
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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