Why a $330M Firm Left the Wirehouse Behind for Greener Pastures
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Driven Wealth Strategies managing partner Karsten Bond had been with Waddell & Reed for more than 10 years. He had the firm’s future in his mind more than the past when he left the broker-dealer in 2019.
With $330 million in assets and 12 employees, Wichita, Kansas-based Driven Wealth had simply outgrown Waddell & Reed. Driven Wealth couldn’t provide the client experience it wanted with limited support, investment strategies and technology.
Driven Wealth needed a partner that would help it grow and provide the products and services needed to offer clients a robust experience. Driven Wealth’s search ended when it learned about Carson.
Learn more about how the partnership between Carson and Driven Wealth will not only meet the firm’s and its clients current need while setting up for future growth.
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