Share

Waddell & Reed, Inc. adds five financial advisors

OVERLAND PARK, Kan., April 1, 2020 – Waddell & Reed, Inc. has added five experienced, independent financial advisors to its national network, with assets under administration totaling more than $326.7 million and annual production totaling $2.1 million. These affiliations support the firm’s ongoing strategy to grow its team of experienced advisors and expand coverage nationwide.

Advisor

Prior Firm

City, State

Transition Date

John Hungerford, CFP®

BMO Harris Financial Advisors

Leawood, Kansas

Feb. 11, 2020

John Robins

LPL Financial

San Bernardino, California

Feb. 14, 2020

Andy Beshuk

RIA Channel

Jefferson City, Missouri

Feb. 19, 2020

Doug Munson

Hilltop Securities

Temecula, California

March 6, 2020

Michele De George, CRPC®, RICP®, CLTC

Ameriprise Financial

Vacaville, California

March 19, 2020

While pursuing 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 financial advisors working in nearly 400 offices nationwide. Waddell & Reed, Inc. is a subsidiary of Waddell & Reed Financial, Inc. (NYSE: WDR), which had approximately $65 billion in total assets under management at Feb. 29, 2020. 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.

###