Adam
Mach

Waddell & Reed

CRD#4902710
Investment Advisor
in Lincoln, NE

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About this Advisor

Adam Mach is a certified financial planner located in Lincoln, Nebraska. Currently a registered investment advisor with Waddell & Reed, Mach has 17 years of professional experience as a financial advisor. Mach holds Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Mach is able to work with investors based out of Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota, Missouri, Nebraska, Ohio, Texas, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Over the course of their career, Mach has held roles at Waddell & Reed, Inc, Loren Kampschnieder, Various Insurance Carriers For W & R Insurance Agencies, Kam Enterprises and 37 Wealth. Waddell & Reed is located in Lincoln, Nebraska, and has 357 other locations in the United States. As an advisor firm, Waddell & Reed oversees $27 billion in assets throughout 180,314 client accounts and retains more than 1,700 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the country. The firm manages 15,672 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 1% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Waddell & Reed can provide 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's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

17 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

8025 Eiger Dr Ste 100
Lincoln, NE 68516

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Waddell & Reed Brokerage Details

Total Assets Under Management

$26,947,268,630

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

1,700

NE Average: 44
Total Number of Accounts

180,314

NE Average: 4,091
Average Account Size

$149,446

NE 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

Adam Mach Work History

Adam has 17 years of experience.

2019 - Present (2 years)

37 Wealth

2011 - Present (10 years)

Kam Enterprises

2005 - Present (16 years)

Waddell & Reed, Inc

2005 - Present (16 years)

Various Insurance Carriers For W & R Insurance Agencies

2003 - 2011 (8 years)

Loren Kampschnieder

Disclosures

Adam Mach has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Waddell & Reed

Craig Clements
Noblesville, IN
Catherine Doney
Mission, KS
Travis Gravlin
Saint Louis, MO
Tsveta Zigo
Oak Brook, IL
Jonathan Pereira
Mission, KS
Nicholas Bakker
Grand Rapids, MI
Matthew Campbell
Mission, KS

This content was compiled from the SEC and FINRA.

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