Neal EngelmanCRD Number: 6324813
Current Firm: Waddell & Reed
Neal Engelman (CRD# 6324813) is an Investment Advisor Representative working at Waddell & Reed in Rochester, MN and has over 3 years of experience in the finance industry.
Waddell & Reed
Cetera Advisor Networks LLC
Northwestern Mutual Investment Services,llc
|Afp-southern Mn Chapter||Rochester, MN||Jan 2017 - Current||1|
|Steven Farrell||Rochester, MN||Jan 2017 - Current||1|
|Levi Befort||Rochester, MN||Jan 2017 - Current||1|
|Various Insurance Carriers For W & R Insurance Agencies||Rochester, MN||Sep 2014 - Current||3|
|Rotary Club Of Rochester||Rochester, MN||Jul 2014 - Current||3|
|Waddell & Reed Inc.||Rochester, MN||Apr 2014 - Current||4|
|St Lukes Episcopal Church||Rochester, MN||Jan 2008 - Current||10|
|Rochester Area Chamber Of Commerce||Rochester, MN||Mar 2013 - Jan 2017||3|
|Unemployed||Rochester, MN||Feb 2014 - Apr 2014||< 1|
|Apollo Wine||Rochester, MN||Apr 2013 - Feb 2014||< 1|
|Unemployed||Rochester, MN||Dec 2012 - Apr 2013||< 1|
|United Way Of Olmsted County||Rochester, MN||Jan 2007 - Dec 2012||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
Total Assets Under Management19,057MILLIONS
Total Number of Accounts153,035ACCOUNTS
Average Account Value$124,526
- 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, WY
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