Unclaimed Profile

Bradley Daniel Hofmeister

WADDELL & REED, INC.·OVERLAND PARK, Kansas

SIE, Series 6, Series 7, Series 22, Series 24, Series 63, Series 65Clean record29 years registeredWADDELL & REED, INC.

6300 LAMAR AVENUE, OVERLAND PARK, KS 66202-4200CRD# 1507560Firm CRD# 866

Profile Verification

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

Identity

Bradley Daniel Hofmeister · OVERLAND PARK, KS

Registration

CRD #1507560 · WADDELL & REED, INC. · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WADDELL & REED, INC.

WADDELL & REED

Feb 1997 – Dec 2016

INDEPENDENCE, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 63

Series 65

Registration record

First registered · February 18, 1997

Years registered · 29

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 Bradley Daniel Hofmeister offer?

Bradley Daniel Hofmeister specializes in Financial Planning, Investment Management, Wealth Management.

What are Bradley Daniel Hofmeister's credentials?

Bradley Daniel Hofmeister is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bradley Daniel Hofmeister located?

Bradley Daniel Hofmeister is based in OVERLAND PARK, Kansas, last registered with WADDELL & REED, INC..

How does Bradley Daniel Hofmeister charge for services?

Bradley Daniel Hofmeister'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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