Waddell & Reed
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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
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
Daniel Dunham Work History
Daniel has 14 years of experience.
Harlin & Jung
Bni Kruse Way Chapter
Waddell & Reed, Inc
Various Insurance Carriers For W & R Insurance Agencies
Daniel Dunham has no disclosures.
Please visit their SEC profile for more details.