Patty Kline, financial advisor Salina KS
93 score

Patty Kline

CRD 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 34 years of experience in the finance industry.

Similar Advisors
Kimberly Fink, financial advisor Salina KS
Kimberly A. Fink
CRD# 4477093
Wells Fargo Advisors, LLC
Score
96
Similar Advisors
John Jones, financial advisor Salina KS
John W. Jones
CRD# 716788
Cambridge Investment Research Advisors, Inc.
Score
96
Similar Advisors
Deanna Renfro, financial advisor Salina KS
Deanna L. Renfro
CRD# 2499935
First Allied Advisory Services, Inc.
Score
96
Company Name Location Dates Years
Various Insurance Carriers Manhattan, KS Apr 1988 - Current 28
Waddell & Reed, Inc. Manhattan, KS Jul 1982 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1982
S65 NASAA Investment Advisors Law Examination Oct 1997
Contact Info for Patty J. Kline
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • AR
  • IL
  • IA
  • LA
  • MO
  • TX
  • KS
  • NE
  • CO
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 Patty Kline and other advisors.
BADGES
93
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.