Daniel Mahle, financial advisor Southlake TX
93 score

Daniel Mahle

CRD Number: 1161521
Current Firm: Waddell & Reed

Daniel Mahle (CRD# 1161521) is an Investment Advisor Representative working at Waddell & Reed in Southlake, TX and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Sanjeev Kumar Southlake, TX Aug 2014 - Current 2
Waddell & Reed Inc. Southlake, TX Dec 2012 - Current 4
Various Insurance Carriers For W&r Insurance Agencies The Colony, TX Dec 2012 - Current 4
The Colony Community Development Corporation The Colony, TX Jan 2009 - Dec 2012 3
Questar Asset Management Minneapolis, MN Apr 2012 - Nov 2012 < 1
Questar Capital Corporation Minneapolis, MN Mar 2012 - Nov 2012 < 1
Waddell & Reed, Inc. Arlington, TX Jan 2008 - Mar 2012 4
Various Insurance Carriers For W&r Insurance Agencies The Colony, TX Jan 2008 - Mar 2012 4
Lewisville Education Foundation Lewisville, TX Jul 2009 - Jun 2011 1
Stewart Peninsula Homeowners Association Frisco, TX Jan 2009 - Jan 2011 2
Unemployed The Colony, TX Sep 2007 - Jan 2008 < 1
Tiaa-cref Lewisville, TX Apr 2007 - Sep 2007 < 1
Edward Jones St Louis, MO Oct 2006 - Apr 2007 < 1
Ing Financial Advisers, LLC Honolulu, HI May 2005 - Oct 2006 1
Power Wave Accumulation Kaneohe, HI Sep 2002 - Oct 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2003
S65 NASAA Investment Advisors Law Examination Apr 2004
S66 NASAA Uniform Combined State Law Examination Feb 2007
Contact Info for Daniel J. Mahle
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
  • CO
  • IL
  • LA
  • MD
  • MI
  • NV
  • NJ
  • OH
  • TX
  • VA
  • WA
  • MO
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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