Derek
Tracz

Waddell & Reed

CRD#5546885
Investment Advisor
in Mission, KS

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About this Advisor

Derek Tracz is a financial advisor who works in Mission, Kansas, who has 10 years of professional experience. Tracz works at Waddell & Reed. The advisor has gained experience at Jackson National Life Distributors, Waddell & Reed Inc and Ivy Funds Distributor Inc. Tracz has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Kansas. Waddell & Reed is a financial advisory firm that has its headquarters in Mission, Kansas. The firm has offices in 357 locations and a total of 1,700 employees. It controls $27 billion in assets across its 180,314 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 130 charities and foundations. Of its 180,314 customer accounts, just 1% belong to high-net-worth clients who have at least $1 million in assets. Waddell & Reed provides a number of services, including 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 management fees vary depending on the type of financial services. Fee types billed by Waddell & Reed most likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

6300 Lamar Avenue
Mission, KS 66202-4200

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Waddell & Reed Brokerage Details

Total Assets Under Management

$26,947,268,630

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

1,700

KS Average: 44
Total Number of Accounts

180,314

KS Average: 4,091
Average Account Size

$149,446

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

Derek Tracz Work History

Derek has 10 years of experience.

2013 - Present (9 years)

Waddell & Reed Inc

2013 - Present (9 years)

Ivy Funds Distributor Inc

2010 - 2013 (3 years)

Jackson National Life Distributors

Disclosures

Derek Tracz has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Waddell & Reed

Samuel Valerio
Houston, TX
Denise Filardo
Hamden, CT
Jason Wetmore
Mission, KS
Thomas Kanyok
Mission, KS
Christopher Dulovich
Pittsburgh, PA
Alisonn Best
Edmond, OK
Brittany Munn
Hartsville, SC
Travis Gravlin
Saint Louis, MO

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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