Kristen GuerreroCRD Number: 4621185
Current Firm: Waddell & Reed
Kristen Guerrero (CRD# 4621185) is an Investment Advisor Representative working at Waddell & Reed in Overland Park, KS and has over 13 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Waddell & Reed, Inc.||Overland Park, KS||Apr 2008 - Current||9|
|Thirty- One||Olathe, KS||Jul 2010 - Dec 2011||1|
|Blue Valley School District||Overland Park, KS||Aug 2007 - Apr 2008||< 1|
|Summit Wealth Advisors||Overland Park, KS||Oct 2006 - Aug 2007||< 1|
|Nicholson Capital Mgmt, Inc.||Kansas City, MO||Nov 2004 - Oct 2006||1|
|Nicholson Capital Mgmt||Kansas City, MO||Nov 2004 - Oct 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2004|
|S65||NASAA Investment Advisors Law Examination||May 2005|
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
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