Waddell & Reed
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About this Advisor
Eric Bowen is a financial advisor operating out of Mission, Kansas, with a total of 10 years of experience as a financial advisor. Bowen is currently employed by Waddell & Reed. Throughout their career, Bowen has worked at Axa Advisors, LLC, Tdameritrade, Inc, Montage Securities, LLC, Montage Investments, LLC, Ivy Funds Distributor Inc and Waddell & Reed Inc. Bowen maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Kansas. Waddell & Reed is an advisory business that has its headquarters in Mission, Kansas. The investment advisory business has offices in 357 locations and a total of 1,700 people on staff. It administers $21 billion in assets under management among its 169,956 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 116 charities and foundations. Of its 169,956 customer accounts, just 1% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The firm 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. Fees charged by financial advisors typically depend on which services the firm provides the client. Fees billed by Waddell & Reed most likely are comprised of any combination of asset-based and fixed 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
Eric Bowen Work History
Eric has 11 years of experience.
Ivy Funds Distributor Inc
Waddell & Reed Inc
Montage Securities, LLC
Montage Investments, LLC
Axa Advisors, LLC
Eric Bowen has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Waddell & Reed
Saint Louis, MO