Michelle BoschCRD Number: 1288727
Current Firm: Waddell & Reed
Michelle Bosch (CRD# 1288727) is an Investment Advisor Representative working at Waddell & Reed in Wyomissing, PA and has over 33 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Kaufman Advisory Services, Inc.
|Bosch Consulting LLC||Wernersville, PA||Jan 2014 - Current||3|
|Various Insurance Carriers For W&r Insurance Agencies||Wernersville, PA||Nov 1984 - Current||33|
|Waddell & Reed, Inc.||Wyomissing, PA||Jul 1984 - Current||33|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1984|
|S66||NASAA Uniform Combined State Law Examination||Oct 2004|
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