Ryan
Weidner

Waddell & Reed

CRD#5125054
Investment Advisor
in West Des Moines, IA
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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

Series 63, Series 66

Years of Experience

12 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

Ryan Weidner Work History

Ryan has 12 years of experience.

2018 - Present (1 year)

R B Weidner LLC

2017 - Present (2 years)

Ryan Weidner

2011 - Present (8 years)

Various Insurance Carriers For W&R Insurance Agencies

2011 - Present (8 years)

Waddell & Reed, Inc

2013 - 2015 (2 years)

Ryan Weidner

2013 - 2014 (1 year)

Iowa Pride Network

2006 - 2011 (5 years)

Edward Jones

Disclosures

Ryan Weidner has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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