Patty KlineCRD Number: 1057557
Current Firm: Waddell & Reed
Patty Kline (CRD# 1057557) is an Investment Advisor Representative working at Waddell & Reed in Salina, KS and has over 35 years of experience in the finance industry.
Mwa Financial Services, Inc.
United Capital Management Of Kansas, Inc.
Waddell & Reed
|Various Insurance Carriers||Manhattan, KS||Apr 1988 - Current||29|
|Waddell & Reed, Inc.||Manhattan, KS||Jul 1982 - Current||35|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1982|
|S65||NASAA Investment Advisors Law Examination||Oct 1997|
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