Cristee Olinger Coates

Current Employers

Employment History

• 06/1988 → 07/2021
  Waddell & Reed, Inc.
  Greensburg, KS
• 03/1985 → 07/2021
  Doan Family Corporation Dba H&R Block
  Pratt, KS
• 07/1988 → 07/2021
  Various Insurance Carriers For W&R Insurance Agencies
  Pratt, KS
• 07/1997 → 07/2021
  Dean Zortman
  Hays, KS
• 07/2021 → Present
  Lpl Financial Llc
  Greensburg, KS

Previous Registrations

• 1997-07-01 → 2021-07-21
  Waddell & Reed
  Fowler, KS
  Greensburg, KS
  Pratt, KS
  Hays, KS
  Hays, KS
  Greensburg, KS
  Wichita, KS
  Salina, KS
  Edmond, OK

Other Businesses

1. 07/25/2023 - Be Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 07/24/2023 - 160 Hours Per Month/ 9 Hours During Trading 2. 05/22/2026 - Be Tax - Tax Prep/Accounting/CPA - Investment Related - Salina, KS - Start Date 02/16/2026 - 4 hours per month/ during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-07-05
• S63 Uniform Securities Agent State Law Examination
  1988-07-01

Other Names

• Cristee Olinger
• Cristee Coates