Boyd SeidlerCRD Number: 3123935
Current Firm: Waddell & Reed
Boyd Seidler (CRD# 3123935) is an Investment Advisor Representative working at Waddell & Reed in Waukesha, WI and has over 19 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Appleton Baseball Club||Appleton, WI||Nov 2010 - Current||7|
|Various Insurance Carriers For W & R Insurance Agencies||Appleton, WI||Nov 1998 - Current||19|
|Waddell & Reed, Inc.||Appleton, WI||Sep 1998 - Current||19|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 1998|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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