Kenrick ThompsonCRD Number: 6326093
Current Firm: Waddell & Reed
Kenrick Thompson (CRD# 6326093) is an Investment Advisor Representative working at Waddell & Reed in Overland Park, KS and has over 3 years of experience in the finance industry. Kenrick Thompson 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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Communityamerica Financial Solutions, LLC
|Keller Williams Realty Partners Inc.||Overland Park, KS||Jan 2018 - Current||< 1|
|Idream Athletics||Overland Park, KS||Oct 2017 - Current||< 1|
|Waddell & Reed||Overland Park, KS||Nov 2016 - Current||1|
|Solo Proprietor||Overland Park, KS||Apr 2013 - Current||4|
|Idreammeals||Overland Park, KS||Apr 2017 - Sep 2017||< 1|
|The Commerce Trust Co||Wichita, KS||Sep 2016 - Oct 2016||< 1|
|Commerce Brokerage Services||Kansas City, MO||Apr 2014 - Oct 2016||2|
|Commerce Bank||Lenexa, KS||May 2011 - Apr 2014||2|
|Jackson Hewitt Tax Services||Olathe, KS||Nov 2010 - May 2011||< 1|
|Sprint By Wireless Lifestyle||Raytown, MO||Apr 2007 - Nov 2010||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2014|
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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