Financial advisor qualifies for conference
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News from Waddell & Reed
POLSON — Kenneth Bret Richardson has been named one of a select group of Waddell & Reed’s financial advisors who qualifies for the firm’s Career Development Conference.
Waddell & Reed holds its CDC several times each year for financial advisors that are within one year of service with the company and have exhibited initial success in the industry, based on an analysis of investment, insurance and financial planning sales generated by the advisor. In order to help its advisors access and develop the knowledge it takes to manage a financial planning practice, Waddell & Reed hosts the week-long conference to emphasize business and marketing planning, the financial planning process, asset allocation, retirement planning, values and client relationships, and many other educational topics. Richardson, 49, has been a professional in the financial services industry for two years and counsels clients throughout the Mission and Flathead Valleys on their ongoing financial affairs and goals. He joined Waddell & Reed in 2015. Richardson was a small business owner in the area prior to coming to Waddell and Reed.
Founded in 1937, Waddell & Reed has today grown to more than 250 offices nationwide. The company offers a wide array of investment products and services, as well as a variety of insurance products through arrangements with outside insurance companies. For more information about Waddell & Reed, or about financial services in general, contact Kenneth Bret Richardson at 406-257-7170 (office) or 406-885-2738 (cell).
