Waddell & Reed, Inc. Continues Strong Recruiting as Nine Experienced Advisors Affiliate

As part of its growth strategy Waddell & Reed also is reinvigorating its focus on advisor retention by advancing support, service and overall experience for its existing national network of independent advisors.

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Business Wire, Inc.

Retrieved on:

Wednesday, July 8, 2020

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Consulting, Professional services, Finance, Finance, Economy, Money, United States securities law, Brokerage firms, Waddell & Reed, Financial Industry Regulatory Authority, Registered Investment Adviser, Securities Investor Protection Corporation, Financial adviser, Broker-dealer, Financial Advisor

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KANSAS, United States

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Summary

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As part of its growth strategy Waddell & Reed also is reinvigorating its focus on advisor retention by advancing support, service and overall experience for its existing national network of independent advisors.
Founded in 1937, Waddell & Reed, Inc. provides financial planning services to clients throughout the U.S. through its network of more than 1,300 financial advisors and advisor associates nationwide.
Waddell & Reed, Inc. is a subsidiary of Waddell & Reed Financial, Inc. (NYSE: WDR).
Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC and Federally Registered Investment Advisor.

Waddell & Reed, Inc. in just over a month has added nine more experienced financial advisors to its national network, with combined assets under administration totaling $701 million and annual production totaling $3.4 million. Since Jan. 1, 2020, 22 advisors, including those announced here, have affiliated with Waddell & Reed. The addition of these independent advisors represents continued progress in the firm’s ongoing strategy to grow its team of experienced advisors and expand coverage nationwide.

Advisor	Prior Firm	City, State	Transition Date
T. Michael Hogan, Jr., AIF^®	Pensionmark Securities	Honolulu, Hawaii	May 26, 2020
Andrew Stenzel	Edward Jones	Boulder, Colorado	June 5, 2020
Yoko Lawing	Edward Jones	North Platte, Nebraska	June 8, 2020
Adrienne Alvarez	US Bankcorp Investments	Irvine, California	June 11, 2020
Kevin Albrecht	Cetera	Bridgewater, New Jersey	June 15, 2020
Lawrence King	Mutual Securities, Inc.	Temecula, California	June 23, 2020
Roger Buller, AAMS^®	Benjamin F. Edwards & Co.	Wichita, Kansas	June 24, 2020
Christopher Anderson, CRPC^®	Edward Jones	Campbell, California	June 29, 2020
Marc Hollendoner	Fifth Third Securities	Oak Brook, Illinois	July 2, 2020

As part of its growth strategy Waddell & Reed also is reinvigorating its focus on advisor retention by advancing support, service and overall experience for its existing national network of independent advisors. This strategic evolution has been focused on technology enhancements, product expansion, increased compensation and broadening support through programs such as the Great Practice Solutions customized practice development program and the Wealth Solutions Group, a team of credentialed product and sales support experts.

Founded in 1937, Waddell & Reed, Inc. provides financial planning services to clients throughout the U.S. through its network of more than 1,300 financial advisors and advisor associates nationwide. Waddell & Reed, Inc. is a subsidiary of Waddell & Reed Financial, Inc. (NYSE: WDR). For more information about Waddell & Reed, visit waddell.com.

Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC and Federally Registered Investment Advisor.

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