OVERLAND PARK, Kan.--(BUSINESS WIRE)--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.
