Christopher
Brostrom

Waddell & Reed

CRD#5916715
Investment Advisor
in Lincoln, NE

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About this Advisor

Christopher Brostrom is a certified financial planner in Lincoln, Nebraska. Currently a registered advisor with Waddell & Reed, Brostrom has 10 years of professional experience. Brostrom has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative. Brostrom is registered to act as a financial advisor based out of Arkansas, California, Colorado, Florida, Georgia, Indiana, Iowa, Kansas, Louisiana, Minnesota, Missouri, Nebraska, Nevada, South Carolina, South Dakota, Texas, Virginia and Washington. Their career trajectory has included roles at Valentino'S Grand Italian Buffet, Student, Waddell & Reed Inc, Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, C'Linc Networking Group, Dennis Duckworth and Rink & Rolf. Waddell & Reed is based out of Lincoln, Nebraska, and has 357 other brick-and-mortar locations in the United States. As an advisory firm, Waddell & Reed oversees $27 billion in assets dispersed across 180,314 client accounts and retains more than 1,700 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the United States. The firm manages 15,672 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 1% of the investment firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Waddell & Reed can offer 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

Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 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

8525 Executive Woods Drive
Lincoln, NE 68512

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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

Christopher Brostrom Work History

Christopher has 10 years of experience.

2015 - Present (7 years)

Rink & Rolf

2014 - Present (8 years)

Dennis Duckworth

2012 - Present (10 years)

Various Insurance Carriers For W & R Insurance Agencies

2011 - Present (11 years)

Waddell & Reed, Inc

2013 - 2015 (2 years)

C'Linc Networking Group

2011 - 2011 (< 1 year)

Student

2011 - 2011 (< 1 year)

Waddell & Reed Inc

2010 - 2010 (< 1 year)

Valentino'S Grand Italian Buffet

2010 - 2011 (1 year)

Student

2010 - 2011 (1 year)

Valentino'S Grand Italian Buffet

Disclosures

Christopher Brostrom has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Waddell & Reed

Craig Clements
Noblesville, IN
Yolanda Kernes
Edmond, OK
Eric Bowen
Mission, KS
Travis Gravlin
Saint Louis, MO
Tyler Smith
Pottsville, PA
Matthew Campbell
Mission, KS
Gianni Dinello
Charleroi, PA
Alex Vermillion
Edmond, OK

The content in this profile was updated on 08/06/2020, using data 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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