Unclaimed Profile

Yvonne J Devine

WADDELL & REED, INC.·OVERLAND PARK, Kansas

Series 27Clean recordWADDELL & REED, INC.

6300 LAMAR AVENUE, OVERLAND PARK, KS 66202-4200CRD# 5261367Firm CRD# 866

Profile Verification

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

Identity

Yvonne J Devine · OVERLAND PARK, KS

Registration

CRD #5261367 · 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 Yvonne J Devine offer?

Yvonne J Devine specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are Yvonne J Devine's credentials?

Yvonne J Devine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Yvonne J Devine located?

Yvonne J Devine 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 Yvonne J Devine charge for services?

Yvonne J Devine'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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