Daniel
Dunham

Waddell & Reed

CRD#4775614
Investment Advisor
in Portland, OR
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About this Advisor

Daniel Dunham is a certified financial planner based in Portland, Oregon, with 14 years in the industry. Dunham is an advisor for Waddell & Reed. Over the course of their career, Dunham has held roles at Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, Bni Kruse Way Chapter, Harlin & Jung and Financial Beginnings. Dunham maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in California, Colorado, Idaho, Illinois, Iowa, Maryland, New Mexico, Virginia, Washington, Montana and Kansas. Waddell & Reed is an advisory business headquartered in Portland, Oregon. The investment advisory business has offices in 357 locations and a total of 2,000 employees. It administers $22 billion in total assets among its 153,672 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 74 charities and foundations. Of its 153,672 client accounts, just 1% belong to high-net-worth investors who have more than $1 million in assets. The company provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fee schedules usually depend on the services provided. Fees billed by Waddell & Reed likely consist of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

14 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

825 Ne Multnomah St Ste 1120
Portland, OR 97232-2270

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Waddell & Reed Brokerage Details

Total Assets Under Management

$21,207,078,630

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

1,700

OR Average: 44
Total Number of Accounts

169,956

OR Average: 4,091
Average Account Size

$124,780

OR 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

Daniel Dunham Work History

Daniel has 14 years of experience.

2016 - Present (3 years)

Harlin & Jung

2016 - Present (3 years)

Financial Beginnings

2007 - 2014 (7 years)

Bni Kruse Way Chapter

2004 - Present (15 years)

Waddell & Reed, Inc

2004 - Present (15 years)

Various Insurance Carriers For W & R Insurance Agencies

Disclosures

Daniel Dunham has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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