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 18 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||6|
|Various Insurance Carriers For W & R Insurance Agencies||Appleton, WI||Nov 1998 - Current||18|
|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
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