Kendra Beyer, financial advisor Springfield MO
89 score

Kendra Beyer

CRD Number: 5933832
Current Firm: Waddell & Reed

Kendra Beyer (CRD# 5933832) is an Investment Advisor Representative working at Waddell & Reed in Springfield, MO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Business & Breakfast Springfield, MO Feb 2016 - Current < 1
Various Insurance Carriers For W&r Insurance Agencies Springfield, MO Sep 2015 - Current 1
Waddell & Reed Springfield, MO Aug 2015 - Current 1
Business Club Of Springfield Springfield, MO May 2015 - Jan 2016 < 1
Cetera Financial Specialists LLC Schaumburg, IL Oct 2013 - Aug 2015 1
Cetera Investment Advisors LLC Schaumburg, IL Oct 2013 - Aug 2015 1
Sanford, Lea & Associates Springfield, MO Aug 2013 - Aug 2015 2
Organized Chaos Springfield, MO Dec 2008 - Aug 2015 6
Commonwealth Financial Network Waltham, MA Oct 2012 - Aug 2013 < 1
Peterson Wealth Advisors Springfield, MO Oct 2012 - Aug 2013 < 1
B. Edwin Bloomfield Attorney Springfield, MO Oct 2011 - Jul 2012 < 1
Edward Jones St Louis, MO Jun 2011 - Oct 2011 < 1
Herschend Family Entertainment Corp Branson, MO Feb 2010 - Aug 2010 < 1
Black Horse School Of Language Wielun, Sep 2007 - Dec 2008 1
Intellis Media/wusf Tampa, FL Mar 2007 - Sep 2007 < 1
Greater Tampa Chamber Of Commerce Tampa, FL Mar 2005 - Mar 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Kendra A. Beyer
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • KS
  • MO
  • NV
  • TX
  • VA
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
89
Clean Record
This advisor has a clean track record with regulators.

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