Kelli Altvater, financial advisor Lyons KS
93 score

Kelli Altvater

CRD Number: 5528441
Current Firm: Waddell & Reed

Kelli Altvater (CRD# 5528441) is an Investment Advisor Representative working at Waddell & Reed in Lyons, KS and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
The Altvater Group LLC Hutchinson, KS May 2016 - Current 1
Hadley Wichita, KS Apr 2015 - Current 3
Kelli N Altvater Inc. Hutchinson, KS Jul 2014 - Current 3
Coronado Square Lyons, KS Dec 2011 - Current 6
Various Insurance Carriers For W & R Insurance Agencies Hutchinson, KS Aug 2008 - Current 9
Waddell & Reed, Inc. Hutchinson, KS May 2008 - Current 9
Carey Park Business Women's Gold Club Hutchinson, KS Aug 2010 - Feb 2011 < 1
Coleman Wichita, KS Jan 2009 - Feb 2010 1
Unemployed Hutchinson, KS Mar 2008 - May 2008 < 1
Cabela's Sidney, NE May 2004 - Mar 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Kelli N. Altvater
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • AR
  • CO
  • FL
  • IN
  • KS
  • MO
  • NE
  • TX
  • CA
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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