Kristy MyersCRD Number: 1187579
Current Firm: Waddell & Reed
Kristy Myers (CRD# 1187579) is an Investment Advisor Representative working at Waddell & Reed in Wichita, KS and has over 33 years of experience in the finance industry. Kristy Myers 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.
Cambridge Investment Research Advisors, Inc.
Ameriprise Financial Services, Inc.
|Kathy Mikols||Wichita, KS||Feb 2009 - Current||7|
|Various Insurance Carriers For W&r Insurance Agencies||Wichita, KS||Feb 2009 - Current||7|
|Waddell & Reed, Inc.||Wichita, KS||Oct 2008 - Current||8|
|Waddell & Reed, Inc.||Wichita, KS||Jan 2005 - Oct 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1983|
|S66||NASAA Uniform Combined State Law Examination||Dec 2008|
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