Waddell & Reed is our broker-dealer, providing us compliance oversight, in our relationship with you, and providing us the tools necessary in allowing you all the benefits of working with a full service brokerage firm.
Founded by two World War I veterans, Chauncey Waddell and Cameron Reed, in 1937, we’ve been dedicated ever since to helping people achieve their financial goals so they can get where they want to go in life.
Today, Waddell & Reed, Inc., has offices in communities around the United States. Advisors help businesses, families and individuals plan for their future, regardless of background or level of wealth, one step at a time.
Waddell & Reed, Inc. is a subsidiary of publicly traded Waddell & Reed Financial, Inc. (NYSE: WDR). Through its subsidiaries, Waddell & Reed Financial, Inc. provides investment management and financial planning services to clients throughout the U.S.