Nolan Rathe, financial advisor Lincoln NE
90 score

Nolan Rathe

CRD Number: 5912595
Current Firm: Waddell & Reed

Nolan Rathe (CRD# 5912595) is an Investment Advisor Representative working at Waddell & Reed in Lincoln, NE and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Rink & Rolf Inc. Lincoln, NE Jan 2016 - Current < 1
Seward Home Show Seward, NE Nov 2015 - Current 1
Nolan Rathe LLC Lincoln, NE May 2015 - Current 1
Yc Soccer Booster Club York, NE Nov 2014 - Current 2
Professional Networking Group Lincoln, NE May 2014 - Current 2
Various Insurance Carriers For W & R Insuranc Agencies Lincoln, NE Oct 2011 - Current 5
Waddell & Reed, Inc. Lincoln, NE Apr 2011 - Current 5
Lincoln Soccer Inc. Lincoln, NE Aug 2014 - Nov 2015 1
Three Eagles Communications Lincoln, NE Feb 2010 - Aug 2011 1
Mwb Broadcasting York, NE Aug 2008 - Feb 2010 1
Miller Seed And Supply York, NE Apr 2008 - Aug 2008 < 1
Country Kitchen York, NE Feb 2007 - Aug 2008 1
Student York, NE Sep 2000 - Feb 2007 6
Baer's Furniture York, NE May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Nolan K. Rathe
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
  • CO
  • GA
  • IL
  • IN
  • IA
  • KS
  • MN
  • MO
  • NE
  • NV
  • TX
  • 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
90
Clean Record
This advisor has a clean track record with regulators.

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