Broker Check

Team

Choice City Wealth Partners

Choice City Wealth Partners

Formed in 2018, we are a team of Financial Advisors at Waddell & Reed with the goal of helping clients navigate their complex financial situations. The team recognizes that everyone’s financial condition is unique and believes that a strong, personalized relationship drives the foundation for creating comprehensive financial plans. All the different backgrounds from each advisor have led the team to assist many diverse clients, while working and building a business in Fort Collins, the Choice City of Colorado. Through this personalized process, the team feels clients have shown their trust by being comfortable enough to recommend and refer the team to work with their family and friends. This is the standard they strive to maintain in working with clients.

As for the team approach, you can and may work with one or multiple advisors, all of whom are Financial Advisors with Waddell & Reed. All the advisors on the team hold the same licenses and can help you in a similar capacity. If your primary advisor is unavailable, there will be someone else available to help you. In many cases, if you don’t meet with multiple advisors, we are still collaborating to help ensure the highest level of analysis and support is applied to your accounts and financial plan. So, they will likely have heard your name even if you haven’t met them just yet. 

Ryan McNulty

Partner

(970) 573-7111 x101

rmcnulty@wradvisors.com

Ryan has been with Waddell & Reed in various capacities since 2007 after he obtained his Bachelors degree in Business Administration from Colorado State University in Fort Collins, Colorado. Beginning as an advisor, Ryan enjoyed...

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Greg Thoke

Partner

(970) 573-7111 x102

gthoke@wradvisors.com

In 2012, Greg began his career as a Financial Advisor with Waddell & Reed after attending the University of Northern Colorado Monfort College of Business. Greg considers his client to be friends and has a passion for helping them...

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Debbie Schilling

Partner

970-573-7111 x105

dschilling@wradvisors.com

Debbie was born and raised in Fort Collins and graduated with a business degree from Colorado State University in 1983. She started in the industry in 1984 and has served in many capacities over her career. She gained significant...
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Megan Frahm, AWMA®

Associate

970 573-7111 x104

mfrahm@wradvisors.com

After graduating from the University of South Dakota in May 2007, Megan moved to Fort Collins where she was a branch manager at a bank until becoming a Financial Advisor with Waddell & Reed in late 2011. Megan holds the Accredited...

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Brad Kidd

Associate

(970) 573-7111 x103

bkidd@wradvisors.com

Brad joined Waddell & Reed as a Financial Advisor after graduating from Florida Atlantic University in 2015. We believe Brad brings a fresh perspective to client financial plans, portfolios and overall situations. He enjoys following...

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Andrea Broman

Client Relationship Manager

970-573-7111 x107

abroman@wradvisors.com

Andrea acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Advisors with Waddell & Reed with approved activities. She is prohibited from soliciting, creating a market or account for any...
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03/20