Alyssa WulfCRD Number: 5900271
Current Firm: Waddell & Reed
Alyssa Wulf (CRD# 5900271) is an Investment Advisor Representative working at Waddell & Reed in Meridian, ID and has over 3 years of experience in the finance industry.
Buffington Mohr Mcneal
American Independent Securities Group, LLC
Rathbone Warwick Investment Management
|Various Insurance Carriers For W & R Insurance Agencies||Eagle, ID||Jun 2014 - Current||3|
|Waddell & Reed, Inc.||Meridian, ID||May 2014 - Current||3|
|Douglas Beehler||Meridian, ID||Mar 2014 - Current||4|
|Simplex Grinnell||Boise, ID||Nov 2013 - Mar 2014||< 1|
|Douglas Beehler||Meridian, ID||Mar 2011 - Nov 2013||2|
|Advocates For Inclusion||Nampa, ID||Sep 2010 - Mar 2011||< 1|
|Kd Bar Ranch||Nampa, ID||May 2010 - Sep 2010||< 1|
|Advocates For Inclusion||Nampa, ID||Oct 2008 - May 2010||1|
|Kd Bar Ranch||Nampa, ID||Jun 2008 - Oct 2008||< 1|
|Unemployed||Eagle, ID||Jan 2008 - Jun 2008||< 1|
|Rennison Fodrea||Eagle, ID||Aug 2007 - Jan 2008||< 1|
|Unemployed||Eagle, ID||Dec 2006 - Aug 2007||< 1|
|Head Start Helena-carroll College||Helena, MT||Sep 2006 - Dec 2006||< 1|
|Eagle High School||Eagle, ID||Aug 2003 - Sep 2006||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management19,057MILLIONS
Total Number of Accounts153,035ACCOUNTS
Average Account Value$124,526
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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, WY
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.