Unclaimed Profile

Ann Teresa Erskine

WADDELL & REED, INC.·OVERLAND PARK, Kansas

SIE, Series 14, Series 24, Series 66, Series 79TO, Series 82TO, Series 99TOClean record4 years registeredWADDELL & REED, INC.

6300 LAMAR AVENUE, OVERLAND PARK, KS 66202-4200CRD# 5071135Firm CRD# 866

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ann Teresa Erskine · OVERLAND PARK, KS

Registration

CRD #5071135 · WADDELL & REED, INC. · 4 years registered

Brand Profile

Not yet started

Career History

MARINER

May 2022 – present

MSEC, LLC

Oct 2021 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 14

Series 24

Series 66

Series 79TO

Series 82TO

Series 99TO

Registration record

First registered · October 11, 2021

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WADDELL & REED, INC.

CRD 866 · SEC 801-16720

AUM

$33.2B

Regulatory assets under management

Employees

1,700

187,019 client accounts

Services offered by WADDELL & REED, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WADDELL & REED, INC. →

Introduction

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Frequently Asked Questions

What services does Ann Teresa Erskine offer?

Ann Teresa Erskine specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are Ann Teresa Erskine's credentials?

Ann Teresa Erskine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ann Teresa Erskine located?

Ann Teresa Erskine is based in OVERLAND PARK, Kansas, working with WADDELL & REED, INC.. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.

How does Ann Teresa Erskine charge for services?

Ann Teresa Erskine's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WADDELL & REED, INC.?

WADDELL & REED, INC. has approximately 1700 employees and manages $33.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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