Waddell & Reed
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
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
Adam Mach Work History
Adam has 17 years of experience.
Waddell & Reed, Inc
Various Insurance Carriers For W & R Insurance Agencies
Adam Mach has no disclosures.
Please visit their SEC profile for more details.
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