Broker Check

Rene Russ, CMFC, CRPC

Financial Advisor

574 W Sarah's Way
Wasilla, AK 99654

(907) 357-7363

Kathleen Schmidt

Kathleen Schmidt

Advisor Assistant

Kathleen was born in Michigan to an Air Force family and moved around the country throughout her childhood. To this day, she still loves to pack and move and discover new places. She graduated from high school in Oregon, went to college in North Dakota and Tennessee and moved to Alaska in 1996 so her husband, David, could pursue his aviation career. Kathleen homeschooled her four great kids and then ran a successful embroidery business prior to joining Rene at Waddell & Reed in March 2013.

After her kids all graduated high school, Kathleen and her husband moved to Nevada to take advantage of sunshine and warmth at the same time. She continues to work as part of the team from an office in Nevada, doing behind-the-scenes work that keeps the office running smoothly. In her free time, Kathleen creates art quilts and enjoys hikes and jeep rides with her husband and their dog, Shelby.

 

Kathleen Schmidt is not employed by Waddell & Reed, Inc., but acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of their Financial Advisor, in addition she 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.  09/18