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Morten Kjerland, CMFC®

Morten Kjerland, CMFC®

Financial Advisor

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Morten was born and raised in Norway. He came to Alaska in 1995 on a scholarship for downhill skiing with the University of Alaska Anchorage (UAA). He graduated from UAA with a BBA in Finance and Management and a BA in Economics. Morten has also earned the Chartered Mutual Fund Counselor designation. Morten joined Waddell & Reed in 2000. Morten's first two years with Waddell & Reed were as a Financial Advisor, the next two years as a District Manager, and then for close to 13 years he was the Managing Principal for the Alaska Division of Waddell & Reed.

When the opportunity presented itself at the beginning of 2017 to create the K&J Planning Group with fellow adviors he relinquished his management duties to again become a full-time Financial Advisor. Away from work Morten enjoys travelling and being outside skiing, hiking, biking, etc. often with his two children. Morten coaches youth sports in the summer and winter months and currently serves as the Treasurer for two local organizations.

 

Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, member FINRA/SIPC and Federally Registered Investment Advisor.

K&J Planning Group is a team name used by advisors affiliated with Waddell & Reed for marketing purposes only.

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

07/18