Daniel Kayser, financial advisor Oak Brook IL
88 score

Daniel Kayser

CRD Number: 1921531
Current Firm: Waddell & Reed

Daniel Kayser (CRD# 1921531) is an Investment Advisor Representative working at Waddell & Reed in Oak Brook, IL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Various Insurance Carriers For W&r Insurance Agencies Chicago, IL Jul 2014 - Current 2
Waddell & Reed, Inc. Oak Brook, IL Apr 2014 - Current 2
Dearborn Village Iv Homeowners' Association Chicago, IL Jan 2010 - Jul 2015 5
The Home Depot Woodridge, IL May 2013 - Sep 2014 1
United Parcel Service Franklin Park, IL May 2013 - Jun 2013 < 1
Unemployed Chicago, IL Dec 2012 - Apr 2013 < 1
United Parcel Service Westmont, IL Oct 2012 - Dec 2012 < 1
Self Employed Chicago, IL Sep 2010 - Oct 2012 2
Unemployed Chicago, IL Feb 2010 - Sep 2010 < 1
Superfurd Asset Management Chicago, IL May 2002 - Feb 2010 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Daniel R. Kayser
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • FL
  • IL
  • MT
  • 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
88
Clean Record
This advisor has a clean track record with regulators.

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