PRODUCTS & SERVICES.

Meeting your life’s most important investment goals is our greatest motivation. Our family of products and services provides solutions that can make your goals a reality.

Products and Services
Waddell & Reed

Products & Services

At Waddell & Reed, our financial planning organization and our investment management team are under one roof. This is a distinctive quality in today’s financial marketplace, and it uniquely positions our advisors to provide financial plans that utilize quality investment products that they know intimately.

Mutual Funds

Choose from a broad span of competitive mutual funds including Waddell & Reed Advisors Funds, Ivy Funds, and more than 3,000 mutual funds from more than 80 fund families.

Closed End Funds

Choose from a broad span of competitive closed end mutual funds including Waddell & Reed Advisors Funds, Ivy Funds, and more than 3,000 mutual funds from more than 80 fund families.

Retirement Plans

Since time is your greatest ally in building a secure financial future, the right time to invest in your retirement is now. We offer several solid, reliable retirement funding solutions targeting the specific needs of individuals, businesses and non-profit organizations.

Education Funding

Put time on your side and begin investing for college now. Learn about today's college investment options and the benefits and features of each.

Managed Accounts

Explore our lineup of products that provide a personalized and customized portfolio based on your goals, risk tolerance and investment needs.

Insurance/Annuities

Prepare for life's unpredictable possibilities with insurance and annuity products to protect you and your family.

Financial Planning

Tap the expertise of a Waddell & Reed financial advisor and get started building your long-term financial plan today.

Other Investments

Waddell & Reed offers a variety of other investment vehicles, including stocks, bonds and CDs, to enhance your portfolio and help you reach your financial goals.

Brokerage & Cash Management

Take greater control of the accounts in your life - investing, saving and spending - when you consolidate them into one convenient account.


Financial Advisor Opportunities
Corporate Careers