Michael Haman, financial advisor Lincoln NE
101 score

Michael Haman

CRD Number: 5399902
Current Firm: Waddell & Reed
Compensation Model: Both
Michael Haman (CRD# 5399902) is an Investment Advisor Representative working at Waddell & Reed in Lincoln, NE and has over 9 years of experience in the finance industry.
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Professional Designations
Company Name Location Dates Years
Kaca Corp Lincoln, NE Apr 2015 - Current 2
Loren Kampschnieder Lincoln, NE Jan 2012 - Current 5
Various Insurance Carriers For W&r Insurance Agencies Lincoln, NE Oct 2007 - Current 9
Waddell & Reed, Inc. Lincoln, NE Jul 2007 - Current 9
Cabela's Lincoln, NE Jan 2009 - Oct 2009 < 1
Unemployed Lincoln, NE Oct 2006 - Jul 2007 < 1
Lochland Country Club Hastings, NE May 2006 - Oct 2006 < 1
Student Hastings, NE Mar 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S6 Investment Company and Variable Contracts Products Representative Examination (IR) Aug 2007
S63 Uniform Securities State Law Examination Sep 2007
S65 NASAA Investment Advisors Law Examination Sep 2007
S7 General Securities Representative Examination (GS) Jan 2010
Contact Info for Michael L. Haman
Phone Number: 4024847538
Firm Website: http://www.waddell.com
Registered State(s):
  • AR
  • DE
  • GA
  • KS
  • CA
  • CO
  • FL
  • IN
  • IA
  • IL
  • MI
  • MN
  • MO
  • NE
  • TX
  • WA
  • WI
  • NC
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Firm Disclaimer:

Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC and a Federally Registered Investment Advisor. 

Insurance products are offered through insurance companies/agencies with which Waddell & Reed has sales arrangements. 

Investment and Insurance products offered through Waddell & Reed, Inc.: Not FDIC/NCUA Insured • No Bank Guarantee • May Lose Value 

The information on this site is for general informational and educational purposes only and is not to be considered an individualized recommendation or personalized investment advice. Please consult a professional prior to making financial decisions and keep in mind that investing involves risk including the potential to lose principal. 

This site is published for residents of the United States only. Financial Advisors of Waddell & Reed, Inc. may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Waddell & Reed, Inc. corporate site at www.waddell.com, or contact the Waddell & Reed compliance department at 800-532-2762. 

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BADGES
101
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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