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Margaret K. Wade

Allspring Funds Distributor, LLC

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About Margaret K. Wade

Margaret K. Wade is an investment advisor representative with Allspring Funds Distributor, LLC. Margaret has been in the industry since October 15, 2022, and is registered with FINRA and 53 state securities regulators. Margaret holds Series 7TO, SIE and Series 66 licenses. Margaret specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.

Firm Information

Margaret Wade is currently registered with Allspring Funds Distributor, LLC. Allspring Funds Management, LLC is a Charlotte, NC-based investment advisor with $300,798,686,558 in regulatory assets under management. The firm provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer selection of other advisers. Allspring Funds Management, LLC has 57 registered representatives, 2 investment advisory functions and serves clients including corporations or other businesses, individuals other than high net worth, high net worth individuals, and pooled investment vehicles. They participate in wrap fee programs.
Allspring Funds Distributor, LLC

1415 VANTAGE PARK DRIVE

CHARLOTTE, NC 28203

$300.80B

Assets Under Management

20

Total Clients

78

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Margaret Wade’s Registration & Firm History

MA

11/09/2023 - Present

Allspring Funds Distributor, LLC (BOSTON MA)

MA

10/15/2022 - 11/07/2023

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Boston MA)

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Licenses & Designations

BOTH

Issued 12/30/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/15/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/29/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Margaret K. Wade.
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