Bryan
Decoursey

Waddell & Reed

CRD#5771950
Investment Advisor
in Mission, KS

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About this Advisor

Bryan Decoursey is a financial advisor based out of Mission, Kansas, with a total of 11 years of financial industry experience. Decoursey works at Waddell & Reed. Over the course of their career, Decoursey has held roles at Sherwin - Williams, First Investors, De Coursey & Co. Cpa, First Investors Corporation, First Investors Advisory Services LLC and Waddell & Reed. Decoursey maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and can advise clients in Kansas. Waddell & Reed is a business based in Mission, Kansas. It has offices in 357 locations and a total of 1,700 advisors. It has $21 billion in total assets across its 169,956 accounts, placing it among the largest firms in the nation by assets under management. The firm provides services to 116 charities and foundations. Of its 169,956 client accounts, just 1% belong to high-net-worth individuals who have greater than $1 million in investable assets. Waddell & Reed offers a number of services, such as 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. Financial advisory fee schedules usually are based on which service is provided. However, fee types billed by Waddell & Reed likely include some combination of asset-based and fixed 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

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

Bryan Decoursey Work History

Bryan has 12 years of experience.

2015 - Present (5 years)

Waddell & Reed

2014 - 2015 (1 year)

First Investors Advisory Services LLC

2013 - 2015 (2 years)

First Investors Corporation

2011 - 2012 (1 year)

First Investors Corporation

2010 - 2015 (5 years)

De Coursey & Co. Cpa

2009 - 2013 (4 years)

First Investors

2008 - 2010 (2 years)

Sherwin - Williams

Disclosures

Bryan Decoursey 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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