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Financial Counseling
Waddell & Reed Financial Services
Waddell & Reed Financial Services
LA County
Jim Mills-Winkler
CMFC
As a financial advisor
with Waddell
& Reed I am pleased to offer a
complementry initial financial
counseling & planning session to
prospective and existing customers.
Financial councelling will provide
individuals and/or families with the
assistance they need to answer the
common questions facing all of us in
the care of our senior loved ones.
& Reed I am pleased to offer a
complementry initial financial
counseling & planning session to
prospective and existing customers.
Financial councelling will provide
individuals and/or families with the
assistance they need to answer the
common questions facing all of us in
the care of our senior loved ones.
1)
Finacial Planning & Long Term Care Planning
2)
3)
Before becoming a financial advisor in 2004 Jim was a long time client of Waddell & Reed. The experience and knowledge he gained working with his own advisor inspired him to join them. Now he helps his clients achieve their financial goals.
Prior to this Jim worked for Mattel Inc for more than 20 years as Director of product development. He has also experienced owning a business, and in 2001 helped his wife Suzanne start her own corporation.
Jim holds a Bachelors degree in Mechanical Engineering and is a Chartered Mutual Fund Counselor (CMFC)