Jeremy Glotzbach, financial advisor Topeka KS
89 score

Jeremy Glotzbach

CRD Number: 6191624
Current Firm: Waddell & Reed

Jeremy Glotzbach (CRD# 6191624) is an Investment Advisor Representative working at Waddell & Reed in Topeka, KS and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Kelly Wade Emporia, KS Jan 2016 - Current < 1
Various Insurance Carriers For W&r Insurance Agencies Inc. Manhattan, KS Jan 2014 - Current 2
Waddell & Reed Inc. Emporia, KS May 2013 - Current 3
Mccormick Apartments Manhattan, KS Aug 2010 - Current 6
Dillons Manhattan, KS Jun 2013 - Mar 2014 < 1
Kansas State Student Union Manhattan, KS Jul 2002 - Aug 2012 10
Manhattan High School Manhattan, KS Sep 2005 - Oct 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Jeremy J. Glotzbach
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • FL
  • KS
  • 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
89
Clean Record
This advisor has a clean track record with regulators.

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