Brian Willet, financial advisor Lincoln NE
93 score

Brian Willet

CRD Number: 5465552
Current Firm: Waddell & Reed

Brian Willet (CRD# 5465552) is an Investment Advisor Representative working at Waddell & Reed in Lincoln, NE and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Indian Hills Community Church Lincoln, NE Feb 2016 - Current < 1
Fellowship Of Christian Athletes-southeast Ne Lincoln, NE Apr 2015 - Current 1
Willet LLC Bennet, NE Apr 2015 - Current 1
Various Insurance Carriers For W&r Insurance Agencies Bennet, NE Mar 2008 - Current 8
Waddell & Reed, Inc. Lincoln, NE Nov 2007 - Current 9
Lincoln Human Resource And Management Association Lincoln, NE Aug 2012 - Jan 2014 1
Professional Networking Group Lincoln - Synergy Lincoln, NE Apr 2012 - Aug 2013 1
Willet Construction, Inc. Lincoln, NE May 2005 - May 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2008
S65 NASAA Investment Advisors Law Examination Apr 2008
Contact Info for Brian W. Willet
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • AL
  • AK
  • CO
  • CT
  • DE
  • DC
  • FL
  • GA
  • IL
  • IA
  • KS
  • KY
  • LA
  • ME
  • MD
  • MI
  • MS
  • MO
  • NE
  • NV
  • NH
  • NJ
  • ND
  • OH
  • RI
  • SC
  • SD
  • TX
  • VA
  • WV
  • WI
  • VI
  • WA
  • AR
  • CA
  • ID
  • IN
  • MN
  • MT
  • NM
  • NC
  • PA
  • UT
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 Brian Willet and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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