Waddell & Reed

Investment Advisor
in Muskegon, MI

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About this Advisor

Gerald Leffring is a financial advisor working out of Muskegon, Michigan, who has been in the industry for 13 years. Leffring is an advisor for Waddell & Reed. During their career, Leffring has held roles at Muskegon Community Concert Association, Gerald Leffring LLC, Various Insurance Carriers For W&R Insurance Agencies and Waddell & Reed, Inc. Leffring maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California, Florida, Illinois, Indiana, Maryland, Michigan, Nevada, New Hampshire, North Carolina, Ohio, South Carolina and Wisconsin. Waddell & Reed is a financial advisory business operating out of Muskegon, Michigan. The firm has offices in 357 locations and a total of 1,700 financial advisors. It administers $27 billion in assets across its 180,314 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 130 charities and foundations. Of its 180,314 customer accounts, just 1% are associated with high-net-worth individuals who have more than $1 million in investable assets. The company 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. Fees for financial management typically are based on the type of services. Fees charged by Waddell & Reed can be comprised of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

13 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

Gerald Leffring Work History

Gerald has 13 years of experience.

2018 - Present (3 years)

Gerald Leffring LLC

2008 - Present (13 years)

Various Insurance Carriers For W&R Insurance Agencies

2007 - Present (14 years)

Waddell & Reed, Inc

2010 - 2015 (5 years)

Muskegon Community Concert Association


Gerald Leffring has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Waddell & Reed

Joseph Spataro
Mokena, IL
Jennifer Williamson
Newtown, PA
Joshua Kilsch
Salina, KS
Justin Weimer
Great Falls, MT
Brittany Munn
Hartsville, SC
Eric Barrett
Sherman Oaks, CA
Craig Clements
Noblesville, IN

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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