Diane Chamberlain, financial advisor Spearfish SD
98 score

Diane Chamberlain

CRD Number: 3171907
Current Firm: Waddell & Reed
Compensation Model: Both
Diane Chamberlain (CRD# 3171907) is an Investment Advisor Representative working at Waddell & Reed in Spearfish, SD and has over 17 years of experience in the finance industry.
Similar Advisors
David Donat, financial advisor Spearfish SD
David D. Donat
CRD# 2927716
Lpl Financial LLC
Score
96
Similar Advisors
Kurt Whitesell, financial advisor Spearfish SD
Kurt W. Whitesell
CRD# 1675434
Commonwealth Financial Network
Score
96
Similar Advisors
Tamara Burke, financial advisor Spearfish SD
Tamara J. Burke
CRD# 3189918
Eagle Strategies LLC
Score
93
Company Name Location Dates Years
Various Insurance Carriers For W & R Insurance Agencies Spearfish, SD Jul 1999 - Current 17
Waddell & Reed, Inc. Spearfish, SD Jan 1999 - Current 17
Chamberlain Farms Vermillion, SD Dec 1990 - Aug 2014 23
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 1999
Contact Info for Diane M. Chamberlain
Phone Number: (605) 722-1575
Firm Website: http://www.waddell.com
Registered State(s):
  • AK
  • CA
  • ID
  • KS
  • MO
  • MT
  • NV
  • ND
  • OH
  • TX
  • UT
  • WA
  • WI
  • SD
  • CO
  • MI
  • MN
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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 Diane Chamberlain and other advisors.
BADGES
98
Verified Page
Data verified by both the advisor and the public regulatory data.
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.