Caila Pauley, financial advisor Bloomington MN
93 score

Caila Pauley

CRD Number: 5974234
Current Firm: Waddell & Reed

Caila Pauley (CRD# 5974234) is an Investment Advisor Representative working at Waddell & Reed in Bloomington, MN and has over 3 years of experience in the finance industry. Caila Pauley 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.

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Professional Designations
Company Name Location Dates Years
Brian Schaap Eagan, MN Oct 2017 - Current < 1
Brad Moir Eagan, MN Oct 2017 - Current < 1
Adam Grantham Bloomington, MN May 2017 - Current < 1
Various Insurance Carriers For W & R Insurance Agencies Minneapolis, MN May 2017 - Current < 1
Waddell & Reed Inc. Eagan, MN May 2017 - Current < 1
Lori Tauring Bloomington, MN May 2017 - Current < 1
Zarabenny Holdings Minneapolis, MN Mar 2017 - Jun 2017 < 1
Cetera Advisor Networks Minneapolis, MN Jun 2013 - Apr 2017 3
Advanced Wealth Management Group Minneapolis, MN Jun 2013 - Apr 2017 3
Calico Juno Designs Bronx, NY Aug 2012 - Jun 2013 < 1
Raymond James Omaha, NE Jan 2012 - Oct 2012 < 1
Full Time Student Omaha, NE Aug 2008 - May 2012 3
Student Minneapolis, MN Aug 2008 - May 2012 3
Ameriprise Financial Omaha, NE Aug 2011 - Apr 2012 < 1
Mcgrath North Omaha, NE Jan 2010 - Dec 2011 1
Omaha Storm Chasers Omaha, NE Apr 2010 - Sep 2010 < 1
Full Time Student Minneapolis, MN Jan 2004 - Aug 2008 4
Student Minneapolis, MN Jan 2004 - Aug 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Caila A. Pauley
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
  • CO
  • FL
  • IL
  • IA
  • MN
  • NJ
  • NC
  • ND
  • OH
  • PA
  • SD
  • WI
  • WY
  • WA
By the Numbers
  • Total Assets Under Management
    19,057
    MILLIONS
  • Total Number of Accounts
    153,035
    ACCOUNTS
  • Average Account Value
    $124,526
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, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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