Claudia WalkerCRD Number: 4484680
Current Firm: Waddell & Reed
Claudia Walker (CRD# 4484680) is an Investment Advisor Representative working at Waddell & Reed in Waukesha, WI and has over 15 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Various Insurance Carriers For W & R Insurance Agencies||Waterford, WI||May 2002 - Current||15|
|Waddell & Reed, Inc.||Waukesha, WI||Dec 2001 - Current||15|
|Elaine Kronberg||Waukesha, WI||Jan 2009 - Dec 2013||4|
|Frontier/republic/midwest Airlines||Oak Creek, WI||May 1987 - Sep 2011||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2002|
|S65||NASAA Investment Advisors Law Examination||May 2002|
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