Peter Dahlquist, financial advisor Waukesha WI
93 score

Peter Dahlquist

CRD Number: 4558388
Current Firm: Waddell & Reed

Peter Dahlquist (CRD# 4558388) is an Investment Advisor Representative working at Waddell & Reed in Waukesha, WI and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Various Insurance Carriers For W & R Insurance Agencies Pewaukee, WI Aug 2004 - Current 12
Waddell & Reed, Inc. Waukesha, WI Aug 2004 - Current 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2004
Contact Info for Peter C. Dahlquist
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • IL
  • MI
  • MN
  • TX
  • WI
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
93
Clean Record
This advisor has a clean track record with regulators.

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