David Borcherding, financial advisor Lincoln NE
89 score

David Borcherding

CRD Number: 6276478
Current Firm: Waddell & Reed

David Borcherding (CRD# 6276478) is an Investment Advisor Representative working at Waddell & Reed in Lincoln, NE and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Chamber Of Commerce Lincoln, NE Jan 2016 - Current < 1
Dave Ramsey At Messiah Lutheran Church Lincoln, NE Jan 2015 - Current 1
Various Insurance Carriers For W & R Insurance Agencies Lincoln, NE May 2014 - Current 2
Waddell & Reed Inc. Lincoln, NE Dec 2013 - Current 3
Tenneco Lincoln, NE Feb 2009 - May 2014 5
Perot Systems Lincoln, NE Jan 2008 - Feb 2009 1
Shopko Lincoln, NE Oct 2007 - Jan 2008 < 1
Lincoln Public Schools Lincoln, NE Oct 2007 - Jan 2008 < 1
Messiah Lutheran School Independence, MO Aug 2000 - Oct 2007 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for David F. Borcherding
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CO
  • KS
  • NE
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
89
Clean Record
This advisor has a clean track record with regulators.

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