Planning is our heritage. Learn how that makes us different.
Since opening our doors in 1937, our approach to financial planning has remained simple, genuine and straightforward: know our clients well, treat them with respect and measure our success by their success. That means that Waddell & Reed financial advisors enjoy long-lasting relationships not only with clients, but often with their clients’ extended families.
Today, more than 1,800 Waddell & Reed financial advisors across the United States work with individuals, families and businesses, offering a range of financial planning, retirement, education funding, investment planning and insurance products to help meet diverse needs.