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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.
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.
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.
Just as no two people are exactly the same, investment products and services are built specifically to meet different and specialized needs.
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.
As an experienced financial advisor who values independence, you’ll find Waddell & Reed to be a refreshing alternative to big-box broker/dealers.
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.
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)
On June 9, 2017, a new rule implemented by the U.S. Department of Labor became applicable to financial institutions and financial advisors when making certain investment recommendations to owners of retirement accounts.
With so many investment products available today, a dedicated professional can be invaluable, helping to design a financial plan that targets your goals.
Our financial advisors have precise planning tools to work with on your behalf. They allow for variables including economic changes & changes in your life.
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.
Waddell & Reed has consistently been a strong supporter of cultural and charitable causes in the communities it serves around the country.
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.
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.
While your financial objectives may be similar to those of others, the approach should be decidedly personal. We want to understand your unique needs.
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.
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
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.
Are you ready for the cost of college education? Learn about the education savings choices available to you, and let a Waddell & Reed advisor help you start saving for college today.
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.
Our parent firm is home to a proven investment organization that uses a dynamic process featuring insight from portfolio managers, economists and analysts.
Smart money management also entails protecting your assets. We offer a wide variety of insurance and annuity products to protect you from financial risk.
Find out if your business can benefit from Waddell & Reed financial wellness plans, business planning and employer-based retirement.