Waddell & Reed
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About this Advisor
Ryan Weidner is an advisor whose office is in West Des Moines, Iowa. Currently a registered financial advisor at Waddell & Reed, Weidner has 12 years of experience in the financial advisory industry. Weidner holds Series 63 and Series 66 licenses, certifying them as a securities representative. Weidner is able to operate in California, Florida, Iowa, Missouri, Texas, South Dakota, Kansas, Michigan, Minnesota and New Mexico. During their career, Weidner has held roles at Edward Jones, Various Insurance Carriers For W&R Insurance Agencies, Waddell & Reed, Inc, Ryan Weidner, Iowa Pride Network and R B Weidner LLC. Waddell & Reed is headquartered in West Des Moines, Iowa, and operates out of 357 additional locations throughout the United States. As a company, Waddell & Reed manages $22 billion in assets dispersed across 153,672 client accounts and employs more than 2,000 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the United States. The firm manages 4,082 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 1% of the advisor firm's clients 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
Years of Experience
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Waddell & Reed Brokerage Details
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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
Ryan Weidner Work History
Ryan has 12 years of experience.
R B Weidner LLC
Various Insurance Carriers For W&R Insurance Agencies
Waddell & Reed, Inc
Iowa Pride Network
Ryan Weidner has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Waddell & Reed