Waddell & Reed

Investment Advisor
in Muskegon, MI

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About this Advisor

Andrew Hein is a certified financial planner located in Muskegon, Michigan. Currently a registered investment advisor at Waddell & Reed, they have accrued 11 years of professional experience. Hein holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Hein is able to work with clients based out of California, Colorado, Florida, Illinois, Indiana, Maryland, Michigan, Minnesota, North Carolina, South Dakota, Texas, Virginia and Washington. Throughout their career, Hein has worked at Pnc Investments, Pnc Bank, Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies and Cindie Jones. Waddell & Reed is located in Muskegon, Michigan, and has 357 offices across the nation. As a firm, Waddell & Reed manages $27 billion in assets covering 180,314 client accounts and employs more than 1,700 people. The amount of assets the firm manages makes it one of the largest firms in the United States. The firm manages 15,672 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 1% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Waddell & Reed provides 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 may charge clients asset-based and fixed fees.

Certifications and Registrations


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



Office Location

380 West Western Ave Suite 120
Muskegon, MI 49440

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Waddell & Reed Brokerage Details

Total Assets Under Management


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


MI Average: 44
Total Number of Accounts


MI Average: 4,091
Average Account Size


MI 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

Andrew Hein Work History

Andrew has 11 years of experience.

2012 - Present (9 years)

Various Insurance Carriers For W & R Insurance Agencies

2012 - Present (9 years)

Cindie Jones

2011 - Present (10 years)

Waddell & Reed, Inc

2010 - 2011 (1 year)

Pnc Bank

2009 - 2010 (1 year)

Pnc Investments


Andrew Hein has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Waddell & Reed

Joed Ngaruiya
Kennewick, WA
Kevin Yurch
Hamden, CT
Laurie Wiley
Saint Louis, MO
Sharon Wisler
Reading, PA
Theresa Ferrise
Minneapolis, MN
Nicholas Bakker
Grand Rapids, MI
David Disch
Greenville, IL
Michael Davino
Odessa, FL

This content was compiled from the SEC and FINRA.

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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