Unclaimed Profile

Melissa Ann Clouse

WADDELL & REED, INC.·OVERLAND PARK, Kansas

Series 27Clean recordWADDELL & REED, INC.

6300 LAMAR AVENUE, OVERLAND PARK, KS 66202-4200CRD# 5105165Firm CRD# 866

Profile Verification

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

Identity

Melissa Ann Clouse · OVERLAND PARK, KS

Registration

CRD #5105165 · WADDELL & REED, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

Series 27

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 Melissa Ann Clouse offer?

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

What are Melissa Ann Clouse's credentials?

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

Where is Melissa Ann Clouse located?

Melissa Ann Clouse 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 Melissa Ann Clouse charge for services?

Melissa Ann Clouse'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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