Kelly WadeCRD Number: 6143721
Current Firm: Waddell & Reed
Kelly Wade (CRD# 6143721) is an Investment Advisor Representative working at Waddell & Reed in Topeka, KS and has over 4 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Legacy Financial Strategies, LLC
Eagle Strategies LLC
|City Of Emporia||Emporia, KS||Jan 2018 - Current||< 1|
|Masons||Emporia, KS||Apr 2017 - Current||< 1|
|Chamber Ambassador||Emporia, KS||Apr 2016 - Current||1|
|Various Insurance Carriers For W&r Insurance Agencies Inc.||Emporia, KS||Jun 2013 - Current||4|
|Waddell & Reed, Inc.||Emporia, KS||Dec 2012 - Current||5|
|Rolling Hills Homeowners Association||Emporia, KS||Nov 2011 - Current||6|
|Sacred Heart||Emporia, KS||Oct 2017 - Jan 2018||< 1|
|Leadership Emporia Alumni Association||Emporia, KS||Sep 2014 - Dec 2017||3|
|Emporia-lyon County Metropolitan Planning Commission||Emporia, KS||Jan 2012 - Dec 2017||5|
|Campaign For Kelly Wade||Emporia, KS||Jun 2017 - Nov 2017||< 1|
|Emporia Public Library Board||Emporia, KS||Apr 2016 - Apr 2016||< 1|
|Candidate For City Commission||Emporia, KS||Jan 2015 - Apr 2015||< 1|
|Gambino's Pizza||Emporia, KS||Oct 1997 - Sep 2013||15|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2013|
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
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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