Rodney Loesch, financial advisor Creve Coeur MO
96 score

Rodney Loesch

CRD Number: 1084127
Current Firm: Waddell & Reed

Rodney Loesch (CRD# 1084127) is an Investment Advisor Representative working at Waddell & Reed in Creve Coeur, MO and has over 35 years of experience in the finance industry. Rodney Loesch 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
Mid-missouri Group LLC Harrisonville, MO Sep 2017 - Current < 1
Financial Planning Association Of Greater Kansas City Shawnee Mission, KS Jan 2017 - Current 1
Loesch Photography Lees Summit, MO Aug 2016 - Current 1
American Soc Media Photog Kc Chapter Kansas City, MO Mar 2016 - Current 2
Loesch & Associates Inc. Moberly, MO Aug 2003 - Current 14
Various Insurance Carriers For W & R Insurance Agencies Lees Summit, MO Mar 1997 - Current 21
Waddell & Reed, Inc. Independence, MO Feb 1997 - Current 21
Diocese Of Jefferson City Jefferson City, MO Sep 2003 - Dec 2014 11
Moberly Area Community College Moberly, MO Apr 2000 - May 2014 14
St Louis National Speakers Association St Louis, MO Jun 2006 - Jun 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1982
Contact Info for Rodney M. Loesch
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • AR
  • CA
  • GA
  • MD
  • PA
  • TX
  • VA
  • CO
  • FL
  • MO
  • IL
  • KS
  • KY
  • MS
  • NM
  • OH
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
96
Clean Record
This advisor has a clean track record with regulators.

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