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+1 775-782-3950
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1625 State Rte 88 Ste 202, Minden, NV, 89423
Mission Valley
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550 ftRio Vista
0.6 miMission Valley Center
0.8 miFenton Parkway
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Specialties
We specialize in serving our clients by helping them manage their wealth and achieve their short, medium and long-term financial goals (i.e. retirement, college funding, estate planning, insurance planning, etc.)
We lead our clients toward financial freedom by providing them with creative, concise, formalized strategies tailored to their specific needs.
We strive to provide the highest level of service and uphold the highest standard of ethics in the financial services industry.
History
Established in 1937.
Waddell & Reed has been working with individuals and businesses for over 75 years.
We are dedicated to developing lasting relationships with all our clients.
We believe in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.
We’re looking forward to using our experience to help you pursue your financial goals.
Meet the Business Owner
Christopher H.
Business Owner
Chris is a 2008 graduate of Point Loma Nazarene University where he majored in Business Administration. He played baseball at PLNU and participated in the NAIA World Series Championship Game where the team finished 2nd.
Following completion of his undergraduate studies, Chris entered the MBA program at Point Loma Nazarene University and achieved his Masters of Business Administration in 2011.
His master’s degree has helped him grow significantly as a financial advisor by further developing his skills in areas such as, business management, relationship management and financial analysis.
While completing his master’s degree he began his career as a financial advisor with Waddell and Reed where he acquired his CA Life and Health insurance license, (Lic #0G80741), Series 7 license and Series 66 securities license.
He will continually work to further his education as his financial planning career progresses.
