William Bohne

Director Of Financial Planning at Waddell & Reed Financial - Mission, KS, US

William Bohne's Colleagues at Waddell & Reed Financial
Mark Buyle

Senior Vice President, General Counsel, Chief Legal Officer And Secretary

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Tracy Manning

Administrative Associate - Mutual Funds Accounting

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Bradly Rogers

Financial Advisor Assistant

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Krista Crockett

Senior Licensing Service Representative

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William Bohne's Contact Details
HQ
913-236-2000
Location
Lawrence, Kansas Area
Company
Waddell & Reed Financial
William Bohne's Company Details
Waddell & Reed Financial logo, Waddell & Reed Financial contact details

Waddell & Reed Financial

Mission, KS, US • 1000 - 4999 Employees
Financial Services

On April 30, 2021, Macquarie Asset Management, the asset management division of Macquarie Group, acquired Waddell & Reed Financial, Inc.'s investment management business including Ivy Investments. Concurrent to the acquisition, LPL Holdings, Inc. acquired wealth manager Waddell & Reed, Inc.Waddell & Reed, Inc. has been dedicated to helping people achieve their financial goals since 1937 when World War I veterans Chauncey Waddell and Cameron Reed founded the company. Now Waddell & Reed has become part of LPL, a leader in the retail financial advice market and the nation's largest independent broker‐dealer¹. Serving individual financial professionals and financial institutions, LPL provides technology, research, clearing and compliance services and practice management programs to create and grow thriving practices. LPL enables financial professionals to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. ¹ Source: Based on total revenue, Financial Planning Magazine, June 1996‐2020Learn more about LPL: https://www.lpl.com/about‐Us/what‐we‐do.html

Banking Finance Financial Services Financial Advisory Services Investment Banking Asset Management
Details about Waddell & Reed Financial
Frequently Asked Questions about William Bohne
William Bohne currently works for Waddell & Reed Financial.
William Bohne's role at Waddell & Reed Financial is Director Of Financial Planning.
William Bohne's email address is ***@waddell.com. To view William Bohne's full email address, please signup to ConnectPlex.
William Bohne works in the Financial Services industry.
William Bohne's colleagues at Waddell & Reed Financial are William Luechtefeld, Mark Buyle, Tracy Manning, Bradly Rogers, Cameron Kerr, Katie Kutilek, Krista Crockett and others.
William Bohne's phone number is 913-236-2000
See more information about William Bohne