Jacob Walter, financial advisor Overland Park KS
96 score

Jacob Walter

CRD Number: 4521709
Current Firm: Waddell & Reed

Jacob Walter (CRD# 4521709) is an Investment Advisor Representative working at Waddell & Reed in Overland Park, KS and has over 14 years of experience in the finance industry. Jacob Walter 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.

Similar Advisors
Clint Haynes, financial advisor Overland Park KS
Clint Haynes
CRD# 4412753
Nextgen Wealth, LLC
Score
108
Similar Advisors
Paul McClain, financial advisor Overland Park KS
Paul A. McClain
CRD# 1982523
Freedom Wealth Advisors, LLC
Score
102
Similar Advisors
Michael Searcy, financial advisor Overland Park KS
Michael J. Searcy
CRD# 821456
Searcy Financial Services, Inc.
Score
105
Professional Designations
Company Name Location Dates Years
Jcw Holdings LLC Dallas, TX Apr 2016 - Current < 1
Jacob Walter Austin, TX Aug 2008 - Current 8
Waddell & Reed Inc. Overland Park, KS Jan 2007 - Current 9
Ivy Funds Distributor Inc. Overland Park, KS Jan 2007 - Current 9
Umb Scout Brokerage Services Kansas City, MO Aug 2005 - Jan 2007 1
Umb Financial Corp Kansas City, MO Aug 2004 - Jan 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
S65 NASAA Investment Advisors Law Examination Oct 2002
Contact Info for Jacob C. Walter
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • TX
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.