Theodore Kinkaid, financial advisor Lincoln NE
93 score

Theodore Kinkaid

CRD Number: 5395138
Current Firm: Waddell & Reed

Theodore Kinkaid (CRD# 5395138) 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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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln, NE Jul 2016 - Current < 1
Lincoln Youth Baseball Organization Lincoln, NE Nov 2015 - Current 1
Kinkaid Inc. Lincoln, NE Jan 2014 - Current 2
North American Martyrs Catholic Church Lincoln, NE Jan 2015 - Jul 2016 1
Various Insurance Carriers For W&r Insurance Agencies Malcolm, NE Dec 2007 - Jul 2016 8
Waddell & Reed, Inc. Lincoln, NE Jul 2007 - Jul 2016 9
Solid Rock Gymnastics Booster Club Inc. Lincoln, NE Dec 2013 - Dec 2015 2
Thomas Lakes Home Owners Association Ashland, NE Jan 2014 - Sep 2015 1
Lincoln Chamber Of Commerce Lincoln, NE Jul 2012 - Nov 2013 1
Bni - Sunrise Omaha, NE Oct 2010 - Sep 2012 1
Naifa Cornhusker Lincoln, NE Jul 2010 - Sep 2012 2
Kinkaid Enterprises Clarks, NE Aug 2003 - Nov 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2007
S65 NASAA Investment Advisors Law Examination Nov 2007
Contact Info for Theodore J. Kinkaid
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
  • LA
  • MO
  • NE
  • TX
  • WI
  • OH
  • FL
  • KS
  • MN
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
93
Clean Record
This advisor has a clean track record with regulators.

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