Broker/Dealer & Registered Investment Advisor Information

Waddell & Reed has been serving the financial needs of families, individuals and businesses since 1937.

Waddell & Reed is a pioneer in the financial planning industry. Its national network of experienced financial advisors can help you create a personalized plan to help you identify financial goals and get you where you want to go in life.

Our Process

Founded by two World War I veterans, Chauncey Waddell and Cameron Reed, in 1937, we’ve been dedicated ever since to helping people achieve their financial goals so they can get where they want to go in life.

Our History

Today, Waddell & Reed, Inc., has offices in communities around the United States. Advisors help businesses, families and individuals plan for their future, regardless of background or level of wealth, one step at a time.

Our Values

Waddell & Reed, Inc. is a subsidiary of publicly traded Waddell & Reed Financial, Inc. (NYSE: WDR). Through its subsidiaries, Waddell & Reed Financial, Inc. provides investment management and financial planning services to clients throughout the U.S.

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12/19