Waddell & Reed

Trust Services

Through Pershing Trust Network, you will have access to a corporate trustee to meet the needs of your clients. They will work with you to offer corporate trust services that preserve the advisor/client relationship. Their business models allow them to handle the trust administration for your clients’ trusts while you continue to manage the client relationship and provide investment advice to the trust. This service allows you access to a range of investment options and administration by an experienced trust officer.

Through Securian Trust Company, we offer personal trust services to meet the needs of individuals and their families. Securian offers a comprehensive program that includes your ongoing participation, access to a wide range of investment opportunities and administration by an experienced trust administrative officer. Not only does this offering enhance your estate-planning capabilities, it also gives you the opportunity to retain assets as money is passed from one generation to the next.