Michael LobmeyerCRD Number: 3122836
Current Firm: Waddell & Reed
Michael Lobmeyer (CRD# 3122836) is an Investment Advisor Representative working at Waddell & Reed in Overland Park, KS and has over 18 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Waddell & Reed, Inc.||Dallas, TX||Mar 2011 - Current||6|
|Various Insurance Carriers For W&r Insurance Agencies, Inc.||Dallas, TX||Mar 2011 - Current||6|
|Unemployed||Dallas, TX||Oct 2010 - Mar 2011||< 1|
|Ameriprise Financial Services Inc.||Plano, TX||May 2009 - Oct 2010||1|
|Unemployed||Dallas, TX||Apr 2009 - May 2009||< 1|
|American Express Financial Advisors Inc.||Richardson, TX||Sep 1998 - Mar 2009||10|
|Ids Life Insurance Company||Richardson, TX||Sep 1998 - Jan 2007||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1998|
|S66||NASAA Uniform Combined State Law Examination||May 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
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