Imelda HuhnkeCRD Number: 1902497
Current Firm: Waddell & Reed
Imelda Huhnke (CRD# 1902497) is an Investment Advisor Representative working at Waddell & Reed in Wichita, KS and has over 29 years of experience in the finance industry. Imelda Huhnke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Capital Wealthcare Advisors, L.c.
Cambridge Investment Research Advisors, Inc.
|Various Insurance Carriers For W&r Insurance Agencies||Wichita, KS||Jul 1989 - Current||28|
|Waddell & Reed, Inc.||Wichita, KS||Nov 1988 - Current||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1989|
Total Assets Under Management19,057MILLIONS
Total Number of Accounts153,035ACCOUNTS
Average Account Value$124,526
- 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