Tate Kerst

Experience

• 

  Waddell & Reed

  Mar 1996 - Dec 2021

  Continue to build an internal and external support organization for advisors and leaders to continually take their business to the next level. Provide directions and perspective to advisors and leaders in the development of their organizations. I assist advisors in all manner of running their business.

  • VP, External Practice Development

    Jan 2019 - Dec 2021

  • AVP, Advisor Development

    Jan 2017 - Dec 2021

  • Executive Director of Practice Development

    Mar 1996 - Dec 2016
• 

  Self-employed

  Dec 2021 - Mar 2022

  Enjoying Family for the Holidays
• 

  What's Next 4 Financial Advisors

  Jan 2022 - now

  We partner with climbers to reach their next level!

  • Managing Partner/Founder--What's Next 4 Financial Advisors, LLC

    Jan 2022 - now

  • Managing Partner/Founder at What's Next

    Jan 2022 - now