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Oct. 28, 2016 - A shift underway at Waddell & Reed is transforming how we serve our clients, enabling them and our affiliated financial advisors to work most efficiently and proactively toward client goals.
Nov. 14, 2016 – Waddell & Reed announces that four independent financial advisors affiliated with the firm in October bringing assets totaling $224 million.
Oct. 10, 2016 - Waddell & Reed announces that Jake Dawson, Kenneth Gass, Michael McKinnis and Gary Pawliczek have affiliated with the firm.
Aug. 4, 2016 - Waddell & Reed announces that eight experienced financial advisors have affiliated with the firm February – July with assets totaling more than $314.8 million.
Aug. 2, 2016 - Waddell & Reed announces that Lance Dahmer, William Gustafson and Rosco Halsey have affiliated with the firm bringing more than $290 million in assets (pre transition) under management.
Media inquiries and contact information
If you are a member of the media with questions about Waddell & Reed, please contact our Communications Department.
Phone: (913) 236-1993
If you have a question about your account or one of our mutual funds, please contact Client Services at 1-888-923-3355 (WADDELL) Monday through Friday from 7:30 a.m. to 7:00 p.m. CST.
For all other inquiries, please call 913-236-2000.
Our national network of more than 1,800 financial advisors provides comprehensive, personal financial planning services to clients across the United States. As more middle-income and mass affluent individuals and families realize the importance of planning for their financial futures, the demand for professional financial advice has grown markedly. Our advisors specialize in developing personal financial plans and investment strategies for retirement, education, insurance and estate planning needs.
Founded in 1937, we’re today a subsidiary of Waddell & Reed Financial, Inc. (NYSE: WDR), which became a publicly traded company in 1998.
Through its subsidiaries, Waddell & Reed Financial, Inc. provides investment management and financial planning services to clients throughout the United States and globally. Waddell & Reed Investment Management Company serves as investment advisor to the Waddell & Reed Advisors Group of Mutual Funds, Ivy Funds Variable Insurance Portfolios, Inc. and Ivy Funds InvestEd Portfolios. Ivy Investment Management Company serves as investment advisor to Ivy Funds.
With the turn of the calendar, it feels good to look ahead. And we're excited about all that Waddell & Reed has to look forward to in 2017. As the company marks its 80th year, it is aggressively investing for the next 80 years.Read More