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July 11, 2017 – Waddell & Reed announces that four independent financial advisors affiliated with the firm during second quarter 2017 bringing assets totaling $295.2 million.
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 1,500 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 Investment Management Company serves as investment advisor to the Ivy Funds, Ivy Variable Insurance Portfolios, and Ivy InvestEd 529 Plan Portfolios.
We believe there are opportunities in companies that continue to demonstrate strong fundamentals – despite the occasional distractions of the global news cycle.Learn More >
Saving for retirement can be tough. Employer-sponsored 401(k) retirement plans can offer a good opportunity to save, with employer contributions jumping from 3.9% of employee salaries in 2015 to 4.7% in 2016. Are you taking full advantage of your workplace retirement benefits?Read More