Located in the Denver Tech Center4582 S. Ulster Street Suite 103Denver, CO 80237
Phone: 303-626-2446Fax: 303-770-6104
WADDELL & REED ANNOUNCES 2019 PRESIDENT'S COUNCIL
This 12-person committee is reflective of Waddell & Reed’s varied advisor force hailing from locations across the country; representing a wonderful cross-section of experience, practice model and client demographics.
"I am honored to represent on this council and advocate for all of the other Financial Advisors at Waddell & Reed. I have a positive outlook for 2019 and an excited to share my ideas with the firm. I am proud of what I have accomplished during my career at Waddell & Reed and the relationships I have built with my associates as well as my clients. I do want to thank our clients which are our most valuable assets". -- Craig Johlfs
The President's Council award is presented annually by Waddell & Reed and is based on an analysis of investment, insurance and financial planning sales generated by the advisor.
Clays for Kids, a sporting clays tournament, will be hosted at the beautiful Colorado Clays Shooting Park. In honor of National Child Abuse Prevention Month in April, this event is designed to bring sporting enthusiasts together to spread awareness about our mission to serve child victims of abuse, neglect, and violence.
This year, we are hosting Clays for Kids three days after April to avoid the risk of snowstorms and take advantage of the warmer weather! It will include a 15-station clayshooting tournament and a fully catered BBQ lunch.
IRS Contribution Limits have been increased for 2019. Click the link below to download our NEW Retirement Plan Contribution Limits Chart.
CLICK HERE FOR THE 2018-2019 CHART
*Source: Internal Revenue Service. Notice 2018-83. The information does not constitute tax or legal advice. Contact your tax or legal advisor for more information about your particular situation.
Forms 1099-R and 1099-Q must be mailed to shareholders by Jan. 31 of each year. The mailing of these forms will be completed by Jan. 31.
Forms 1099-DIV and 1099-B must be mailed to shareholders by Feb. 15. The mailing of these forms will be completed by Jan. 31, except for Ivy Securian Real Estate Securities, Ivy Apollo Multi-Asset Income, Ivy LaSalle Global Real Estate and Ivy LaSalle Global Risk-Managed Real Estate Funds (see below).
As mentioned above, the 1099-DIV and 1099-B tax forms for holders of Ivy Securian Real Estate Securities, Ivy Apollo Multi-Asset Income, Ivy LaSalle Global Real Estate and Ivy LaSalle Global Risk-Managed Real Estate Funds will not be mailed with the other forms, which is consistent with prior years. At this point, we anticipate mailing forms 1099-DIV and 1099-B for these Funds in late February.
Click the button below to see photos from our past events in 2018
Adding value, every step of the way. As Financial Advisors with Waddell & Reed, we constantly look to identify ways to improve and optimize your financial and investment planning situation. We emphasize strategy over product and truly believe in the financial / investment planning process. Each and every one of us has a genuine interest in your unique situation. We approach situations holistically and provide individualized recommendations in a product-agnostic environment.
Our intentions are clear and concise:
We believe a high performance team is the most valuable asset to the client and it has many advantages. Effective collaboration to help clients pursue their goals, multi-faceted skill sets, and providing consistent and effective communication from our team to you.
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.
Denver Children’s Advocacy Center was founded in 1995 after over 300 professionals in Denver came together to report that child victims of sexual abuse and domestic violence were “falling through the cracks” in a system that was supposed to save them.
This award recognizes 40 local professionals under age 40 for their business success and community contributions. With nearly 500 nominations submitted for 259 individuals, the 2018 award highlights 40 winners chosen by the 2017 winners.
June 2018 | San Diego, CA
"This year's Circle of Champions meeting was an incredible experience. I am proud to be associated with a company that is supportive of its advisors. During my time in San Diego, I was surrounded by industry experts and knowledgeable home office staff. The majority of our time was spent learning about the latest technology and ways to improve my practice". - Craig Johlfs
Awards are presented annually by Waddell & Reed and are based on an analysis of investments, insurance and financial planning sales generated by the advisor.
July 2018 | Montage Deer Valley | Park City, UT
This past July, I had the pleasure of visiting the beautiful Park City, Utah with some of my fellow advisors. The Waddell & Reed Crest Award, is among the highest honors for financial advisors affiliated with the company. Symbolizing performance excellence, the award is bestowed to the most productive financial advisors affiliated with Waddell & Reed based on an analysis of investment, insurance and financial planning sales.
Interest rates. Trade Talks. Inflation Fears. Political Events. International Developments. During the past year, every one of these events have influenced stock prices. So when you hear that the financial markets are reacting to the news once again, it should come as no surprise.
Taking the first step is sometimes the hardest. You will find our team of professionals will make your transition easy. Starting with an honest and straight-forward conversation with your licensed advisor, leading to a streamlined on-boarding process, followed up by a long-lasting relationship.
Waddell & Reed has been serving the financial needs of families, individuals and businesses for more than 80 years. Waddell and Reed's mission today is based on our founders’ philosophy that those who participate consistently in the equity markets through a personalized financial plan can work toward life goals and weather a variety of market changes.
A Look at Diversification
Waddell & Reed is not affiliated with and does not endorse any other entities referenced herein.