Planning is our heritage. Learn how that makes us different.
Waddell & Reed is a pioneer in the financial planning industry. Our national network of experienced financial advisors can help you create a personalized plan to help you identify financial goals and get you where you want to go in life.
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 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.