Mickey Speck, financial advisor Denver CO
90 score

Mickey Speck

CRD Number: 6295212
Current Firm: Waddell & Reed

Mickey Speck (CRD# 6295212) is an Investment Advisor Representative working at Waddell & Reed in Denver, CO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Vds Properties Fort Collins, CO Jul 2014 - Current 3
Various Insurance Carriers For W&r Insurance Agencies Fort Collins, CO Jun 2014 - Current 3
Waddell & Reed, Inc. Windsor, CO Feb 2014 - Current 4
Unemployed Fort Collins, CO Aug 2013 - Feb 2014 < 1
Aquionics Fort Mill, SC Sep 2012 - Aug 2013 < 1
Unemployed Fort Collins, CO Jun 2012 - Sep 2012 < 1
Siemens Water Tech Fort Collins, CO Sep 2002 - Jun 2012 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Mickey C. Speck
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CO
  • IL
  • MI
  • MN
  • MO
  • MT
  • NC
  • WA
  • WY
  • KS
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
90
Clean Record
This advisor has a clean track record with regulators.

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