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Your clients know where they want and need to go financially...and so do you. Help get them there with strategically designed financial planning services and investment products that can fuel their journey. 

“When I left the wirehouse for an independent broker/dealer, I had access to all kinds of products. What I didn’t have was financial planning resources to help me know how to make the products work for my clients.”

-- Independent financial advisor now affiliated with Waddell & Reed


“I worked for a firm that insisted I focus on certain product lines rather than appropriate solutions. What?? I was watching client trust go down the tubes.”

-- Former wirehouse financial advisor now affiliated with Waddell & Reed

Waddell & Reed succeeds by pushing client relationships, not products.

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Financial Planning

The financial plan: another way to show you take your clients’ financial futures personally

Since opening our doors in 1937, we’ve maintained a simple, genuine and straightforward approach: know clients well, treat them with respect and measure our success by their success. This approach has its roots in the long-lasting client relationships that emerge through planning.

As an advisor at Waddell & Reed, we equip you with financial planning services that show clients you take their financial futures personally. Our services address:

  • Primary financial goals including retirement funding, estate planning, asset allocation, goal funding, education funding, income tax planning, survivor needs and long-term care
  • Complex cases typically associated with high-income and high-net-worth clients
  • Asset allocation strategies for financial objectives based on time horizon and risk tolerance
  • Life’s uncertainties – such as market fluctuation, rates of return, inflation – and creating client confidence through modeling and simulation
  • Estate planning strategies
  • Business planning strategies

 The fees that you charge for financial planning services are flexible, determined by you based on:

  • Time spent developing the financial plan
  • Complexity of your clients' financial planning issues and needs
  • Extensiveness of data needed

Investment Solutions

Complement client portfolios with expansive investment solutions

With Waddell & Reed’s breadth and depth of products, you can make smart, customized recommendations that complement client portfolios.

Mutual Funds
As a financial advisor at Waddell & Reed you will have access to thousands of mutual funds from more than 100 fund families, including those offered by Waddell & Reed as one of the nation’s most enduring asset management firms. As an asset manager we offer Waddell & Reed Advisors Funds and Ivy Funds® mutual funds. 

Advisory Programs
Choose from a range of fee-based, asset allocation advisory products that utilize innovative product structures and draw upon the expertise of world-class money managers.

529 College Savings Plans
Waddell & Reed offers selling agreements with a wide range of 529 plans, including Arizona’s Ivy InvestEd 529 Plan, managed by Waddell & Reed.  

Retirement Solutions
Select from a complete range of individual, employer-sponsored, small-business-owner, nonprofit and government retirement plans.

Trust Services*
Through Pershing Trust Network and Securian Trust Company we offer personal trust services to meet your clients’ estate-planning needs.

Insurance and Annuities
Satisfy the risk management strategies within your clients’ financial plans with a broad range of products from many of the industry’s leading providers. Products include fixed and variable annuities, life insurance, long-term care insurance, disability income insurance and health insurance.

Brokerage Solutions
Transfer and consolidate client financial holdings from other brokerage accounts to Waddell & Reed. In addition, clients can purchase, exchange and sell mutual funds, as well as invest in equity and fixed-income securities.

*Pershing LLC (member FINRA/NYSE/SIPC) is a leading global provider of financial business solutions to more than 1,500 institutional and retail financial organizations and independent registered investment advisors who collectively represent more than five million active investors. Located in 23 offices worldwide, Pershing and its affiliates are committed to delivering dependable operational support, robust trading services, flexible technology, an expansive array of investment solutions, practice management support and service excellence. Pershing is a member of every major U.S. securities exchange and its international affiliates are members of the Deutsche Börse, Irish Stock Exchange, the London Stock Exchange and the Australian Stock Exchange. Additional information is available at pershing.com.

Pershing LLC. Pershing LLC, member FINRA, NYSE, SIPC, is a subsidiary of The Bank of New York Mellon Corporation. Trademark(s) belong to their respective owners.

Investment Management Team

Add dimension to your practice with access to an investment management team

For more than 75 years, Waddell & Reed has managed a broad range of investment products with a disciplined approach and global perspective, designed to help you meet your clients’ needs.

Consistently, our investment team undertakes fundamental research with the corresponding market alertness that can only be gained by time in the field, around the world. Through all market cycles, the team is dedicated to:

Rigorous Fundamental Research.
We analyze companies on our own rather than relying on widely available research produced by others.

Collaboration and Accountability.
We balance collaboration and individual accountability, which ensures sharing and analysis of investment ideas among investment professionals, while empowering portfolio managers to shape their funds individually.

Focus on Growing and Protecting Investors’ Assets.
We believe this approach seeks to capture asset appreciation when market conditions are favorable and manage risk during difficult market periods.

You can get a first-hand look at the Waddell & Reed investment team in action. See for yourself.

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Get a better understanding of Waddell & Reed’s products, services and our unique story within the financial services industry.

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