John Catlin, financial advisor Leawood KS
80 score

John Catlin

CRD Number: 6094182
Current Firm: Waddell & Reed

John Catlin (CRD# 6094182) is an Investment Advisor Representative working at Waddell & Reed in Leawood, KS and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lawrence Public Library Foundation Lawrence, KS May 2016 - Current < 1
Various Insurance Carriers For W&r Insurance Agencies Lawrence, KS Mar 2016 - Current < 1
Waddell & Reed Inc. Leawood, KS Mar 2016 - Current < 1
Dads Of Douglas County Lawrence, KS May 2015 - Current 1
Edward Jones Fairway, KS Aug 2012 - Mar 2016 3
Unified School District #497 Lawrence, KS Jan 2009 - Aug 2012 3
Usd 497 - Lawrence High School Lawrence, KS Jan 2009 - Aug 2012 3
The World Company Lawrence, KS Mar 2005 - Aug 2011 6
The World Company Lawrence, KS Mar 2005 - Aug 2011 6
Unified School District #348 Baldwin, KS Aug 2008 - Dec 2009 1
Usd 348 - Baldwin Ks Baldwin, KS Aug 2008 - Dec 2009 1
Washburn University Topeka, KS Aug 2007 - Dec 2009 2
Topeka Cares Program/washburn University Topeka, KS Jan 2008 - May 2008 < 1
Topeka Cares Program Topeka, KS Jan 2008 - May 2008 < 1
Vangent Lawrence, KS Aug 2006 - Dec 2007 1
Pearson Govt. Solutions/vangent Lawrence, KS Aug 2006 - Dec 2007 1
Unemployed Lawrence, KS May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for John H. Catlin
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CO
  • KS
  • TX
  • MD
  • MO
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

Ready to hire a financial advisor? Get competitive proposals from John Catlin and other advisors.
BADGES
80

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