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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.

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.

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.

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.

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.

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.


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.

Waddell taps eMoney Advisor to complete its integrated technology strategy

July 7, 2016 - Waddell & Reed selects eMoney's emX Pro platform to deliver the comprehensive wealth-planning solution available to its advisors

Waddell Reed Welcomes New Financial Advisors

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.

Three Financial Advisors with assets over 290M affiliate with Waddell

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.

Waddell Reed Welcomes Financial Advisors

Oct. 10, 2016 - Waddell & Reed announces that Jake Dawson, Kenneth Gass, Michael McKinnis and Gary Pawliczek have affiliated with the firm.

Financial advisors align with Waddell Reed

Nov. 14, 2016 – Waddell & Reed announces that four independent financial advisors affiliated with the firm in October bringing assets totaling $224 million.

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.

Advisory Programs

Waddell & Reed Advisory Programs are flexible investment services designed to help you achieve your goals through a wide variety of investment alternatives matched to your risk tolerance, goals and objectives

Mutual Funds and General Securities

Learning the difference between stocks, bonds and mutual funds is a good start. Call your Waddell & Reed advisor to create a custom-built plan today.

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