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Since 1937, we've had a strong advisor-focused and client-centric culture that provides what we believe is our unique point of differentiation in a commoditized industry.
Jared Best is your primary point of contact as you explore, ask questions, get acquainted with Waddell & Reed, and move toward an affiliation decision.
Ali acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities,...
Betty acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities,...
Callan is not employed by Waddell & Reed, but acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a...
Series 6, 7, 63, 65 Securities Licenses, CFP®Oklahoma Variable Life, Accident and Health InsuranceUniversity of Oklahoma College of Law - Juris Doctorate 2008University of Chicago - Bachelor of Arts 2004Oklahoma School of Science...
Eric joined Waddell & Reed as District Manager in 2015 with more than 20 years experience in the Financial Services industry. He currently holds his Series 7, 53, 66 and 24 licenses. An Oklahoma native, his interests include family,...
Frank has been in the financial industry since 1993 and with Waddell & Reed since 2006. 12/17
Jackie acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities,...
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Ken joined Waddell & Reed in 1980 as a Financial Advisor after 10 years of being a high school Math teacher and coach, which he believes prepared him well for the task of mentoring Financial Advisors to succeed. In 1990, Ken was named...
Kendra joined Waddell & Reed in May 2010 after 19 years with Blue Cross and Blue Shield of Kansas. She is the Branch Administrative Assistant. Her primary duties include providing administrative support to the Branch Manager and...
Kevin acts as a non-registered associated person of Waddell & Reed, Inc. He is authorized to assist Financial Advisors with approved activities. He is prohibited from soliciting, creating a market or account for any securities,...
Visit my web site! Kristen has been both in the financial industry and with Waddell & Reed since 2012. She has her series 7 & 66 securities licenses, as well as her Variable Life, Accident and Health Insurance state licenses. Kristen...
Mary has been with Waddell & Reed as an Administrative Assistant since June 2014. She previously spent 10 years in the field of fundraising assisting local non-profit organizations. Additionally, Mary has served on the board for...
Nancy acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities,...
Nikki acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities,...
Mobile Phone: (405) 990-8388 Patricia has been a Financial Advisor and licensed to offer securities since 2015. Previously, she worked in a variety of positions in the banking industry from 2007 to 2014. She has her...
Roxy joined Waddell & Reed in February of 2018. Prior to that, she was working as the Pandora Specialist for Riddle’s Jewelry in Topeka, KS. With a background in Theatre at Emporia State University, and a primarily customer...
Sharon acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities,...
Visit my web site! Mobile Phone: (405) 562-5848 Travis has been both in the financial industry and with Waddell & Reed since 1996. He enjoys spending time with his wife of 33 years, Kara, and their 2 grown children. 12/17