Financial advisors align with Waddell & Reed
OVERLAND PARK, Kan., July 11, 2017 – Waddell & Reed announces that four independent financial advisors affiliated with the firm during second quarter 2017 bringing assets totaling $295.2 million. They will work in registered offices across the country.
|Advisor||Firm Leaving||City, State||AUM
|Transition Date||Managing Principal|
|Louis Bosso, Jr.||Wells Fargo||Cherry Hill, N.J.||$60.1M||May 25, 2017||Mesmin Pelerin|
|Douglas E. Hardin||US Bancorp||St. Louis, Mo.||$54.1M||April 7, 2017||Nicholas Miskov|
|David “Prescott” Osterbrock||US Bancorp||Cincinnati, Ohio||$76.8M||April 21, 2017||Jeffrey Harper|
|Dale W. Von Hoffmann||Merrill Lynch||St. Louis, Mo.||$104.2M||June 16, 2017||Nicholas Miskov|
Founded in 1937, Waddell & Reed, Inc. provides financial planning services to clients throughout the U.S. through its network of nearly 1,800 financial advisors working in more than 160 registered offices. The firm occupies a distinctive niche in the financial services landscape, positioned on the continuum between the fullservice model and the independent model. Waddell & Reed’s approach combines uncommon advisor support with an unexpected level of compensation.
Waddell & Reed, Inc. is a subsidiary of Waddell & Reed Financial, Inc. (NYSE: WDR), which had $86.5 billion in total assets under management at June 30, 2016. For more information about Waddell & Reed, visit joinwaddell.com.
Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC and Federally Registered Investment Advisor.