Frank
Anzalone

Waddell & Reed

CRD#2914695
Investment Advisor
in West Des Moines, IA
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About this Advisor

Frank Anzalone is an investment advisor in West Des Moines, Iowa. Currently an investment advisor at Waddell & Reed, they have accumulated 10 years of professional experience in the financial advisory industry. Anzalone has Series 63 and Series 66 licenses, designating them as a securities broker. Anzalone can work with investors based out of Alabama, Alaska, California, Colorado, Connecticut, Delaware, Washington, D.C., Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Michigan, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, North Carolina, North Dakota, Ohio, Rhode Island, South Carolina, South Dakota, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, Wyoming, Arkansas, Minnesota, New Mexico and Pennsylvania. Over the course of their career, Anzalone has held roles at Wachovia Securities Financial Network, LLC (11025), Wells Fargo Advisors, Waddell & Reed Inc and Various Insurance Carriers For W & R Insurance Agencies. Waddell & Reed is based out of West Des Moines, Iowa, and has 357 additional offices in the nation. In aggregate, Waddell & Reed manages $22 billion in assets throughout 153,672 client accounts and employs more than 2,000 people. The amount of assets the firm manages makes it one of the largest firms in the country. The firm manages 4,082 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 1% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Waddell & Reed provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm's fees may include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

4201 Westown Parkway Suite 330
West Des Moines, IA 50266

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Waddell & Reed Brokerage Details

Total Assets Under Management

$21,207,078,630

IA Average: $2,243,162,756
Total Number of Employees

1,700

IA Average: 44
Total Number of Accounts

169,956

IA Average: 4,091
Average Account Size

$124,780

IA Average: $548,316

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Frank Anzalone Work History

Frank has 10 years of experience.

2011 - Present (8 years)

Waddell & Reed Inc

2011 - Present (8 years)

Various Insurance Carriers For W & R Insurance Agencies

2008 - 2011 (3 years)

Wachovia Securities Financial Network, LLC (11025)

2008 - 2011 (3 years)

Wells Fargo Advisors

Disclosures

Frank Anzalone has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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