1210 W. Kent Ave., Suite 201Missoula, MT 59801
The invitation-only Top Advisors' Forum, a gathering of Waddell & Reed, Inc.'s foremost financial advisors. The asset management and financial planning firm hosted 75 advisors from across the country at its Overland Park, Kan., headquarters in October, 2015. The three-day meeting exposed advisors to exclusive sessions with the firm's senior executives and investment managers. This was the 2nd time Greg had qualified for this forum.
Top Advisors' Forum attendees are selected based on their sales performance across a variety of product types. In addition to gaining valuable information about investment process, products and services, advisors also learn from and exchange ideas with fellow top advisors.
“This group of individuals has excelled not only in serving their clients' investment needs and building trust with them, but also in serving their communities,” said Thomas W. Butch, chairman and president of Waddell & Reed, Inc. “This distinction reflects their commitment to their profession, to clients, community and the Waddell & Reed family.”
Crest Awards were presented to less than 190 out of approximately 1,800 financial advisors nationwide in 2015. Greg had earned this award 7 times as of 2015.
This conference recognizes the company's top financial advisors and is conducted each summer by Waddell & Reed. Less than 600 advisors qualified for this year's event, out of Waddell & Reed's national network of over 1,800 financial advisors. Greg had qualified for the conference 22 times as of 2015.
All awards & recognition referenced are presented annually by Waddell & Reed and are based on an analysis of investment, insurance and financial planning production generated by the advisor. For more information contact Greg Schmautz.
Greg became a member of the MDRT in 2018.
MDRT is an independent membership association of insurance and financial services professionals. Membership is based on annual sales production requirements and other factors. Greg Schmautz qualified for the MDRT in 2017. For more information regarding membership requirements, please visit www.mdrt.org.