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Your financial journey needs thoughtful planning. No matter where you’ve set your investment sights, we'll help you plan to reach your destination.

Build a Financial Plan

By helping you build a personalized financial plan, we enable you to identify goals and take action. Find out how to reach your goals, starting now.

Learn About Us

Our national network of financial advisors can help you create a plan to help you identify financial goals and get you where you want to go in life.

Find Investments

Just as no two people are exactly the same, investment products and services are built specifically to meet different and specialized needs.

Explore Insights

Stay current with the market and informed on financial strategies in Market News & Guidance; organize your personal finances more effectively with our wide array of planning calculators; and find the tax documents you need – and fast – in the Tax Center.

Become an Advisor

As an experienced financial advisor who values independence, you’ll find Waddell & Reed to be a refreshing alternative to big-box broker/dealers.

Access Your Account

You can access your account 24 hours a day, seven days a week, so you can check balances, allocations or verify information. Of course, your financial advisor is your best resource to advise you on account activity and to ensure that your decisions fit your long-term financial plan.

advbrochures

For a full description of Waddell & Reed, Inc.’s investment advisory programs and services, including fees and expenses, please refer to the relevant Advisory Services Brochure (ADV Part 2A)

Advice for Life

With so many investment products available today, a dedicated professional can be invaluable, helping to design a financial plan that targets your goals.

It Begins with a Plan

Our financial advisors have precise planning tools to work with on your behalf. They allow for variables including economic changes & changes in your life.

Working with an Advisor

We pioneered our process nearly 80 years ago to help anyone, regardless of age or financial background, to create a plan that fits their individual needs.

Supporting Our Communities

Waddell & Reed has consistently been a strong supporter of cultural and charitable causes in the communities it serves around the country.

News and Media

Read the latest news on our company, from recent press releases, to national and regional news coverage, to quick facts about us and our leadership.

Our History

As one of the oldest financial planning firms in the nation, we provide financial planning and much more through our more than 1,800 financial advisors.

Personal Approach

While your financial objectives may be similar to those of others, the approach should be decidedly personal. We want to understand your unique needs.

Market News and Guidance

Gain insights to help guide you through your financial goals.

Calculators

Consult our planning calculators as you focus on your financial goals.

Tax Center

Find the statements, guides and tools you need for tax filing season, as well as helpful tax planning strategies for any time of year.

Featured Videos

Since 1937, our approach has remained simple, genuine and straightforward: know our clients well, treat them with respect and measure our success by their success. Watch below to learn more about our personal approach.

Business Continuity Plan

Waddell & Reed is committed to its business continuity program, which is designed to minimize the effects of any significant business interruption and associated impacts and enable critical operations to resume quickly in the event such an interruption occurs.

Terms and Conditions

Terms & Conditions

Legal Information

Through its subsidiaries, Waddell & Reed Financial, Inc. (NYSE: WDR) provides investment management and financial planning services to clients throughout the United States.

Individual Retirement

Take control of your retirement future by investing in an IRA now. With tax advantages, an IRA can help put you on the road to a comfortable retirement.

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