Waddell & Reed has been serving the financial needs of families, individuals and businesses for more than 80 years.
Founded in 1937 by World War I veterans Chauncey Waddell and Cameron Reed, Waddell & Reed has been dedicated ever since to helping people achieve their financial goals and get where they want to go in life.
As one of the oldest planning firms in the United States, we provide financial planning, retirement planning, education funding and much more through our national network of financial advisors.
Helping people build plans for all market cycles
Since our founding, the world has seen a lot of change. Waddell & Reed has continued to grow and evolve. In 1998, our parent firm went public with an initial public offering of Class A common stock (NYSE: WDR). Across all the years, our commitment to help people build personal financial plans has not changed.
Our mission today is based on our founders’ philosophy that those who participate consistently in the equity markets through a personalized financial plan can work toward life goals and weather a variety of market changes.
Our advisors work in communities around the country
Today, Waddell & Reed, Inc., has nearly 400 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.
The products and services described in this website are offered only in the United States, Puerto Rico and the U.S. Virgin Islands. Nothing in this website should be considered a solicitation to buy or an offer to sell such products and services in any jurisdiction where the offer or solicitation would be unlawful under the laws of such jurisdiction. Mutual Funds distributed by Waddell & Reed, Inc. are offered by prospectus only.
System response and account access may vary due to a variety of factors, such as trading volume, system performance, market conditions, or other factors.
Investment Products: Not FDIC Insured • May Lose Value • No Bank Guarantee
Waddell & Reed, Inc. Member SIPC www.sipc.org