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Kurt Augustus Sundeen

WADDELL & REED INVESTMENT MANAGEMENT CO·OVERLAND PARK, Kansas
Unclaimed Profile
6300 LAMAR AVE, OVERLAND PARK, KS 66202CRD# 2097982Firm CRD# 106343
01

About

Kurt Augustus Sundeen is a registered financial advisor based in OVERLAND PARK, Kansas, affiliated with WADDELL & REED INVESTMENT MANAGEMENT CO. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
WADDELL & REED INVESTMENT MANAGEMENT CO
WADDELL & REED INVESTMENTS
AUM
$19.2B
Regulatory assets under management
Employees
143
Total firm employees
View all advisors at WADDELL & REED INVESTMENT MANAGEMENT CO →
Services
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2097982
Firm CRD# 106343
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kurt Augustus Sundeen offer?
Kurt Augustus Sundeen specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.
What are Kurt Augustus Sundeen's credentials?
Kurt Augustus Sundeen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kurt Augustus Sundeen located?
Kurt Augustus Sundeen is based in OVERLAND PARK, Kansas, working with WADDELL & REED INVESTMENT MANAGEMENT CO. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.
How does Kurt Augustus Sundeen charge for services?
Kurt Augustus Sundeen's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WADDELL & REED INVESTMENT MANAGEMENT CO?
WADDELL & REED INVESTMENT MANAGEMENT CO has approximately 143 employees and manages $19.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in OVERLAND PARK
Michael L Avery — IVY INVESTMENT MANAGEMENT COMPANYPhilip James Sanders — IVY INVESTMENT MANAGEMENT COMPANYEdward Wendell Williams — PARAGON CAPITAL MANAGEMENT LLCJonathan Craig Angrist — QUANTITATIVE VALUE TECHNOLOGIES, LLCJohn Earl Sundeen — IVY INVESTMENT MANAGEMENT COMPANY
Nearby cities in Kansas
LEAWOOD (177)WICHITA (66)TOPEKA (38)LENEXA (30)LAWRENCE (30)
City Guides
LEAWOOD GuideWICHITA GuideTOPEKA GuideLENEXA GuideLAWRENCE Guide
Research
Advisor Fees in KansasNational Fee Analysis
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