In The News, Awards & Photos

Jason Dobrzynski has qualified for the 2018 Waddell & Reed Crest Award, which is among the highest honors for financial advisors affiliated with the company. This year's conference was held on July 11th-15th in Park City, Utah.
Symbolizing performance excellence, the award is bestowed to the most productive financial advisors affiliated with the firm based on an analysis of investment, insurance and financial planning sales. This year, 127 of Waddell & Reed's national network of 1260 financial advisors qualified for the Crest Award. This is the first time that Jason has received this major recognition.
At this year's conference, Jason also had the honor of being one of four advisors on a panel discussion. He shared how his team is differentiating itself not only within the firm, but also in the industry, with its client-centered approach to planning. In 2017, the team changed its name to The Corsalus Group**, which means “heart, mind, and well-being.” Our focus is on connecting the things that people are most passionate about to their financial goals through the financial planning process.

 


Jason Dobrzynski named to Waddell & Reed's Circle of Champions

Jason Dobrzynski has qualified for the 2017 Waddell & Reed's Circle of Champions conference, recognizing the top financial advisors affiliated with the company. This year's event takes place May 8-11 in Kansas City, Missouri, where Chauncey Waddell and Cameron Reed founded the firm in 1937, and marking Waddell & Reed's 80th anniversary in 2017 in its hometown.

2017 Circle Wallpaper

This significant gathering – bringing together advisors from across the nation – is held each summer in a major U.S. city. Selection is based on an analysis of investment, insurance and financial planning sales generated by the advisor. More than 500 advisors out of Waddell & Reed's national network of nearly 1,800 financial advisors qualified for this year's event. This is the fourth time Jason has earned this distinct honor.


Smrz and Dobrzynski Named to Waddell & Reed's Circle of Champions (Read More) *


Jason Dobrzynski joins the Western Springs Business Association (Read More)


Jason Dobrzynski and Mary Anne Smrz tell the story of their joint practice (Read More) *


Jason Dobrzynski and Mary Anne Smrz celebrate anniversaries as Financial Advisors (Read More) *


 

Jason Dobrzynski achieves a professional milestone as a CERTIFIED FINANCIAL PLANNER™ professional (Read More)


 

Holiday Appreciation Event for Clients and Friends at the Morton Arboretum (photos)


Dobrzynski and Smrz Named to Waddell & Reed's Circle of Champions

(Read More) *


 

Waddell & Reed Financial Wellness Program
Featured in Federal Reserve Bank Research

(Read More)

 

*Mary Anne Smrz acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Financial Advisors, in addition she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.

**Securities and Investment Advisory Services are offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC and Federally Registered Investment Advisor. The Corsalus Group is a team name used by advisors affiliated with Waddell & Reed for marketing purposes only.

08/18