John DumkeCRD Number: 5959371
Current Firm: Waddell & Reed
John Dumke (CRD# 5959371) is an Investment Advisor Representative working at Waddell & Reed in Omaha, NE and has over 5 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Wells Fargo Advisors, LLC
Mutual Of Omaha Investor Services, Inc.
|Various Insurance Carriers For W&r Insurance Agencies||Elkhorn, NE||Oct 2011 - Current||6|
|Waddell & Reed, Inc.||Omaha, NE||Aug 2011 - Current||6|
|Self Employed||Elkhorn, NE||May 2003 - Current||14|
|Skyline Woods Homeowners Association||Elkhorn, NE||Nov 2012 - Sep 2013||< 1|
|First Data Corporation||Omaha, NE||Feb 1999 - Jul 2010||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- 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