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

Company Release - 7/8/2020 6:45 AM ET

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.

Roger Hoadley
VP, Communications
rhoadley@waddell.com

Source: Waddell & Reed, Inc.

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