Chief Executive Officer
Current
Jun 2022 - Present
AeroLeads people directory · profile
Wade Herbert Email & Phone Number
Chief Executive Officer - RMW Advisory Group, LLC
at
RMW Advisory Group
2 work emails found
@waddell.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Chief Executive Officer - RMW Advisory Group, LLC
Location
Denver, Colorado, United States
Who is Wade Herbert? Overview
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Quick answer
Wade Herbert is listed as Chief Executive Officer - RMW Advisory Group, LLC at RMW Advisory Group, based in Denver, Colorado, United States. AeroLeads shows a work email signal at waddell.com and a matched LinkedIn profile for Wade Herbert.
Wade Herbert previously worked as Chief Executive Officer at Rmw Advisory Group and Senior Vice President Business Development at Rmw Financial Group. Wade Herbert studied at Emporia State University.
Company email context
Email format at RMW Advisory Group
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{first}.{last}@waddell.com
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Profile bio
About Wade Herbert
Wade joined RMW Advisory Group in July 2021 as the Senior Vice President of Business Development. He oversees the growth of the organization through acquisitions and the growth of our partner firms. Wade is dedicated to building organizations that demonstrate the collective passion for financial planning, the clients and the community. This strong foundation helps both the clients and advisors achieve their goals.His licenses include the Series 24 – General Securities Principle, Series 26 – Variable Contracts Principle, Series 51 – Municipal Fund Securities Principle and Series 7, 6, 63 and 66. Wade also has his Property & Casualty license and is licensed to conduct business in all states.Wade has also completed Financial Advisors Training Systems, Sandler, Tracy, Cotton, Blanchard, Kinder, Cates, Hopkins and Covey which makes him an incredible asset to the RMW team and prospective Advisors wanting to grow their business.
Current workplace
Wade Herbert's current company
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12 roles
Wade Herbert work experience
A career timeline built from the work history available for this profile.
Senior Vice President Business Development
Rmw Financial Group
As the Senior Vice President of Business Development for RMW Financial Group, I oversee the growth of our organization through acquisitions and growth of our partner firms. With over 30 years experience in the financial industry, I am dedicated to building organizations that demonstrate our collective passion for financial planning, our clients and the.
Jul 2021 - Jun 2022
Market Director
Oct 2018 - Oct 2021
Branch Manager
As the Branch Manager of the Colorado Springs, Colorado office's of Waddell & Reed, I work closely with the Complex Manager to develop a team of financial advisors. As a delegate of the Complex Manager, some of my day-to-day activities include:Recruiting, selection and licensing of financial advisors to one of two Waddell & Reed platforms.Coaching.
Jun 2017 - Oct 2018
Managing Principal
- As the Managing Principal of the Wichita, Hutchinson and surrounding area of Waddell & Reed, I work to develop a team of financial advisors and office staff. Some of my day-to-day activities include:
- Recruiting, selection and licensing of field leaders and financial advisors to one of two Waddell & Reed platforms.
- Coaching financial advisors as they seek to build efficient, unique and growing practices.
- Removing roadblocks that impede field leader and financial advisor… Show more As the Managing Principal of the Wichita, Hutchinson and surrounding area of Waddell & Reed, I work to develop a team of financial advisors.
- Removing roadblocks that impede field leader and financial advisor success.
- Executing frontline supervision, identifying and addressing supervisory issues as needed.
Mar 2011 - Jun 2017
Managing Associate
Aug 2007 - Mar 2011
Manager - Vice President Of Sales
Feb 2006 - Aug 2007
Manager Of Financial Services
Nov 2003 - Dec 2005
Managing Director
Sep 2001 - Nov 2003
Associate Managing Director/Assistant Vp
Sep 2000 - Sep 2001
Sales Manager
Mar 1995 - Sep 2000
Registered Representative
Aug 1989 - Mar 1995
2 education records
Wade Herbert education
Education record
Emporia State University
Education record
Coffeyville Community College
FAQ
Frequently asked questions about Wade Herbert
Quick answers generated from the profile data available on this page.
What company does Wade Herbert work for?
Wade Herbert works for RMW Advisory Group.
What is Wade Herbert's role at RMW Advisory Group?
Wade Herbert is listed as Chief Executive Officer - RMW Advisory Group, LLC at RMW Advisory Group.
What is Wade Herbert's email address?
AeroLeads has found 2 work email signals at @waddell.com for Wade Herbert at RMW Advisory Group.
Where is Wade Herbert based?
Wade Herbert is based in Denver, Colorado, United States while working with RMW Advisory Group.
What companies has Wade Herbert worked for?
Wade Herbert has worked for Rmw Advisory Group, Rmw Financial Group, Waddell & Reed, New England Financial, and Massmutual/Wealth Concepts, Llc.
How can I contact Wade Herbert?
You can use AeroLeads to view verified contact signals for Wade Herbert at RMW Advisory Group, including work email, phone, and LinkedIn data when available.
What schools did Wade Herbert attend?
Wade Herbert studied at Emporia State University.
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