Kaloyan Kanchev, financial advisor Madison WI
77 score

Kaloyan Kanchev

CRD Number: 6176287
Current Firm: Waddell & Reed

Kaloyan Kanchev (CRD# 6176287) is an Investment Advisor Representative working at Waddell & Reed in Madison, WI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Casey Collins Madison, WI Jun 2014 - Current 2
Various Insurance Carriers For W & R Insurance Agencies Wisconsin Dells, WI Aug 2013 - Current 3
Waddell & Reed Inc. Madison, WI Jul 2013 - Current 3
Sarento's Italian Restaurant & Pizzeria Wisconsin Dells, WI Mar 2013 - Current 3
Burger King Deforest, WI Jun 2000 - May 2013 12
Sarento's Wisconsin Dells, WI Jun 2009 - Sep 2009 < 1
Ponderosa Wisconsin Dells, WI May 2007 - Jan 2008 < 1
Danny's Diner Wisconsin Dells, WI Jul 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Kaloyan D. Kanchev
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
  • IA
  • MI
  • NE
  • TX
  • WI
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
77

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