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Rick Theobald,  CMFC®

Rick Theobald,  CMFC®

Financial Advisor

Professional

Rick Theobald joined Waddell & Reed in 2000 after moving to Tallahassee from Auburn, Alabama, where he held the position of Head Diving Coach at Auburn University.  He had a 15 year coaching career defined by success as he led the Tigers divers during 3 NCAA championship seasons in 1996, 1997, and 1999. He received the NCAA Coach of the Year award in 1987.

Rick holds the professional designation of Chartered Mutual Fund Counselor (CMFC) and holds various securities licenses including Series 7, 63 & 65.  He has qualified for the Waddell & Reed Circle of Champions several times and is a 2014 Crest Award Winner*. 

As a Financial Advisor with Waddell & Reed, he is looking to use his experience and knowledge to help clients pursue their financial goals. Rick attributes his successes to the support of his family, his wife, Barb Theobald and the love of his two daughters, Erin and Jordan. His interests include; training his dogs, playing guitar and golf.

Associations and Memberships

  • Business Networking International - Member
  • BNI Leadership Council - Member
  • Canopy Roads Baptist Church - Member

Education

Degree

  • Bachelor of Science

Major

  • Physical Education

Institution

  • Southern Illinois University

*These awards are presented annually by Waddell & Reed and are based on an analysis of investments, insurance and financial planning sales generated by the advisor. For more information regarding the awards and dates received, please contact Rick.

Waddell & Reed is not affiliated with any other entities referenced herein.  10/17