Eric
Bowen

Waddell & Reed

CRD#5769668
Investment Advisor
in Mission, KS

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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

Series 66

Years of Experience

11 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

Eric Bowen Work History

Eric has 11 years of experience.

2014 - Present (6 years)

Ivy Funds Distributor Inc

2014 - Present (6 years)

Waddell & Reed Inc

2013 - 2014 (1 year)

Montage Securities, LLC

2013 - 2014 (1 year)

Montage Investments, LLC

2011 - 2013 (2 years)

Tdameritrade, Inc

2010 - 2011 (1 year)

Axa Advisors, LLC

Disclosures

Eric Bowen has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Waddell & Reed

Thomas Kanyok
Mission, KS
Nicole Burdick
Bellingham, WA
Kara Jett
Mission, KS
Timothy Dugger
Wichita, KS
Bryan Hendrickson
Bellingham, WA
Peter Drusch
Colleyville, TX
Laurie Wiley
Independence, MO
Christian Goeke
Saint Louis, MO

This content was compiled from the SEC and FINRA.

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