Gregory Katzman, financial advisor Oak Brook IL
96 score

Gregory Katzman

CRD Number: 3181826
Current Firm: Waddell & Reed

Gregory Katzman (CRD# 3181826) is an Investment Advisor Representative working at Waddell & Reed in Oak Brook, IL and has over 17 years of experience in the finance industry. Gregory Katzman 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.

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Professional Designations
Company Name Location Dates Years
Andersonville Chamber Of Commerce Chicago, IL May 2014 - Current 2
Andersonville Chamber Of Commerce Chicago, IL Mar 2002 - Current 14
Kiwanis Club Of The North Shore Chicago, IL Mar 2000 - Current 16
1450 W Granville Condo Association Chicago, IL Sep 1999 - Current 17
Various Insurance Carriers For W & R Insurance Agencies Chicago, IL May 1999 - Current 17
Waddell & Reed, Inc. Oak Brook, IL Jan 1999 - Current 17
Targeted Training Services Chicago, IL Nov 2005 - Sep 2011 5
Our Lady Of Resurrection Chicago, IL Dec 2001 - Sep 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 1999
Contact Info for Gregory A. Katzman
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • AR
  • CA
  • GA
  • IL
  • IN
  • KY
  • MO
  • NM
  • NC
  • SC
  • TX
  • VA
  • WI
  • FL
  • MD
  • MI
  • 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
96
Clean Record
This advisor has a clean track record with regulators.

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