Linda Polwrek, financial advisor Pasadena CA
96 score

Linda Polwrek

CRD Number: 870823
Current Firm: Waddell & Reed

Linda Polwrek (CRD# 870823) is an Investment Advisor Representative working at Waddell & Reed in Pasadena, CA and has over 7 years of experience in the finance industry. Linda Polwrek 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
David Fried, financial advisor Pasadena CA
David R. Fried
CRD# 2753945
Fried Asset Management, Inc.
Score
104
Similar Advisors
Morris Amiri, financial advisor Pasadena CA
Morris M. Amiri
CRD# 4266581
Dash Investments
Score
103
Similar Advisors
Roger Conde, financial advisor Pasadena CA
Roger Conde
CRD# 2477484
Ira Wealth Management
Score
100
Professional Designations
Company Name Location Dates Years
Pasadena Showcase House For The Arts 'psha' Pasadena, CA Jun 2015 - Current 1
Financial Planning Assoc Of San Gabriel Valley Pasadena, CA Aug 2013 - Current 3
Pasadena Senior Center Pasadena, CA May 2013 - Current 3
Various Insurance Carriers For W&r Insurance Agencies Sireea Madre, CA Aug 2009 - Current 7
Waddell & Reed, Inc. Sherman Oaks, CA Jun 2009 - Current 7
Pasadena Showcase House For The Arts San Marino, CA Jun 2012 - Jul 2014 2
Kiwanis Internation Club Of Pasadena Pasadena, CA Aug 2011 - Oct 2012 1
Financial Planning Asso. San Gabriel Valley Pasadena, CA Aug 2011 - Nov 2011 < 1
Unemployed Pasadena, CA Nov 2008 - Jun 2009 < 1
Ameriprise Arcadia, CA Jul 2008 - Nov 2008 < 1
Unemployed Pasadena, CA Nov 2007 - Jul 2008 < 1
Raymond James Financial Services, Inc. Pasasdena, CA May 2007 - Nov 2007 < 1
Unemployed Pasadena, CA Nov 2004 - May 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2009
Contact Info for Linda K. Polwrek
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
  • GA
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 Linda Polwrek and other 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.