Wealth Manager Updates


Advisor Amy Cook accomplishes professional goals, proves power of women advisors

Recently earned graduate degree and professional designation equip Cook to provide greater value to clients.

22 experienced advisors join Waddell & Reed, Inc. in first half of 2020

Six month new advisor stats reflect Waddell & Reed’s growth strategy.

Waddell & Reed ranks top 10 for advisors with CFP® certification

Financial planning is a core element of our heritage, and we celebrate it with our No. 10 ranking by InvestmentNews.

Waddell & Reed, Inc. adds 10 experienced advisors in first quarter 2020

Advisor growth during first quarter 2020 sets the tone for the year.

Advisor Craig Johlfs Ranked No. 43 in Colorado on Forbes Best-In-State Wealth Advisors List

Forbes Best-In-State Wealth Advisors list includes financial advisor Craig. He ranked No. 43 in Colorado. Read his Forbes profile.

Waddell & Reed, Inc. adds market director and area sales leaders in West and Central regions

Waddell & Reed’s growth continues with the hiring of leaders in the West and Central regions.

Waddell & Reed, Inc. adds to national recruiting presence with new regional director of advisor acquisition

Waddell & Reed, Inc. has further expanded its recruiting resources with the hiring of the second of three regional advisor acquisition leaders.

Waddell & Reed, Inc. adds industry veteran to lead regional advisor recruiting strategy

Waddell & Reed, Inc. has added a 25-year industry veteran to lead its advisor recruiting efforts across the central U.S. in support of its ongoing strategy to attract experienced independent advisors.