Chase began working as an event planner with the Greater Des Moines Botanical Garden in 2012. He was responsible for customer service, handling client needs from beginning to end, and the finer details for external and internal events. Chase Joined Waddell & Reed in February of 2016 and is excited to use his work experience to assist the Financial Advisors of the Wisconsin/Iowa family. Chase graduated from the University of Iowa with his Bachelor's Degree in Social Work and found that a lot of his teachings applied to many of the clients he works with today. Originally from Grand Junction, Colorado, Chase resides in the suburbs of Johnston, along with his fiancé and two dogs. Chase enjoys spending time with family and friends, thrifting for unique pieces, and completing DIY's around the house.
Chase acts as a non-registered associated person of Waddell & Reed, Inc. He is authorized to assist Financial Advisors with approved activities. He is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Financial Advisors, in addition he is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.
Waddell & Reed is not affiliated with any other entities referenced herein. 07/18