Brian
Cunningham

Waddell & Reed

CRD#5878492
Investment Advisor
in Mission, KS

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About this Advisor

Brian Cunningham is a financial advisor whose office is in Mission, Kansas. Currently a registered advisor with Waddell & Reed, they have gathered 11 years of practice in the financial advisory industry. Cunningham holds a Series 66 license, which qualifies the advisor as both a securities agent and an investment advisor representative. Cunningham is able to act as an advisor based out of Kansas. Throughout their career, they have worked at Bank Of America, Jp Morgan, Sony Corporation, Morgan Stanley, Scottrade / Td Ameritrade and Waddell & Reed, Inc. Waddell & Reed is based out of Mission, Kansas, and has 357 additional locations in the nation. In aggregate, Waddell & Reed oversees $21 billion in assets throughout 169,956 client accounts and retains more than 1,700 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the country. The firm manages 7,000 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 1% of the advisor firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. Waddell & Reed offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based and fixed fees.

Certifications and Registrations

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

6300 Lamar Avenue
Mission, KS 66202-4200

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Waddell & Reed Brokerage Details

Total Assets Under Management

$21,207,078,630

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

1,700

KS Average: 44
Total Number of Accounts

169,956

KS Average: 4,091
Average Account Size

$124,780

KS 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

Brian Cunningham Work History

Brian has 12 years of experience.

2018 - Present (2 years)

Waddell & Reed, Inc

2016 - 2018 (2 years)

Scottrade / Td Ameritrade

2015 - 2016 (1 year)

Morgan Stanley

2011 - 2015 (4 years)

Bank Of America

2010 - 2011 (1 year)

Jp Morgan

2008 - 2010 (2 years)

Sony Corporation

Disclosures

Brian Cunningham has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Waddell & Reed

Timothy Dugger
Wichita, KS
Nicole Burdick
Bellingham, WA
Kara Jett
Mission, KS
Thomas Kanyok
Mission, KS
Laurie Wiley
Independence, MO
Stephen Lee
Campbell, CA
Blake Smith
Saint Louis, MO
Gustavo Rivera
Sherman Oaks, CA

This content was compiled from the SEC and FINRA.

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