Thomas W. Hentschel, CMFC, AWMA

Tom’s transition from a Manager in Manufacturing & Engineering to Waddell & Reed as a Financial Advisor began after helping employees of a manufacturing plant establish retirement accounts and serving as an ongoing resource for their retirement plans. After realizing his potential to help people pursue their retirement goals, Tom made the decision to become a Financial Advisor.  Tom chose Waddell & Reed because of their commitment to long term financial planning.

Tom values educating his clients on finance by helping them decipher their current economic state and by creating a plan that will assist them in pursuing goals the client has set for themselves. Looking beyond just the typical retirement goal, he also encourages exploring a thorough approach that includes cash flow, risk management, investments, estate planning, funding educational goals, and long term care/disability planning. He believes he is particularly helpful to clients looking for an advisor who will take the time to learn about the various aspects of their life that impact their financial health and can update their plan as life changes occur.

Tom has been with Waddell & Reed since 2004, and looks forward to many more years of service to his existing and potential clients, as well as serving as a, educational resource to new Financial Advisors. Tom holds certifications as a Certified Mutual Fund Counselor (CMFC) and Accredited Wealth Management Advisor (AWMA).

Tom instructs and hosts many educational events throughout the year in the evenings. Tom can also be found in the brass section of the Kankakee Symphony Orchestra on the weekends, taking photos, off the map traveling with his wife, Tricia, discovering new dishes at his favorite restaurants, or enjoying the company of his children and grandchild.

Accredited Wealth Management Advisor^SM or AWMA®

Individuals who hold the AWMA® designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.

Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.

^{Source: College For Financial Planning}

Chartered Mutual Fund Counselor^SM or CMFC®

Individuals who hold the CMFC® designation have completed a course of study encompassing all aspects of mutual funds and their uses as investment vehicles. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.

Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.

^{Source: College For Financial Planning}

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Waddell & Reed is not affiliated with any other entities referenced. 09/18