Helena Gaudreau, financial advisor Madbury NH
96 score

Helena Gaudreau

CRD Number: 5367483
Current Firm: Waddell & Reed

Helena Gaudreau (CRD# 5367483) is an Investment Advisor Representative working at Waddell & Reed in Madbury, NH and has over 9 years of experience in the finance industry. Helena Gaudreau has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Cynthia Pellegrino, financial advisor Madbury NH
Cynthia Pellegrino
CRD# 4257163
United Planners' Financial Services Of America A Limited Partner
Score
106
Similar Advisors
Steven Stanganelli, financial advisor Madbury NH
Steven J. Stanganelli
CRD# 3217444
Clear View Wealth Advisors, LLC
Score
103
Similar Advisors
Amaretta Saviano, financial advisor Madbury NH
Amaretta M. Saviano
CRD# 4406814
Amaretta Financial, LLC
Score
100
Professional Designations
Company Name Location Dates Years
Helena K Gaudreau Amesbury, MA Oct 2012 - Current 4
Lisa Dale Madbury, NH Jun 2011 - Current 5
Waddell & Reed, Inc. Madbury, NH May 2011 - Current 5
Various Insurance Carriers For W & R Insurance Agencies Amesbury, MA May 2011 - Current 5
Unemployed Amesbury, MA Oct 2010 - May 2011 < 1
Waddell & Reed, Inc. St Petersburg, FL Apr 2010 - Oct 2010 < 1
Friends Of The Library Tampa, FL Mar 2009 - Sep 2010 1
Various Insurance Carriers For W & R Insurance Agencies St Petersburg, FL Aug 2007 - Jun 2010 2
Waddell & Reed, Inc. St Petersburg, FL Jun 2007 - Jun 2010 3
Self-employed Largo, FL Nov 2006 - Apr 2008 1
Weaver & Associates, P.c. Peabody, MA Jan 1998 - Nov 2006 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for Helena K. Gaudreau
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
  • CT
  • FL
  • IL
  • ME
  • NH
  • NC
  • RI
  • SC
  • VA
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 Helena Gaudreau and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.