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 together with Robbie, Lars, and Sade he relinquished his management duties to again become a full-time Financial Advisor. Away from work Morten enjoys traveling 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.
Sade and Lars act as non-registered associated persons of Waddell & Reed, Inc. They are authorized to assist Financial Advisors with approved activities. They are 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, they are not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.
Waddell & Reed is not affiliated with any other entities referenced herein.