Broker Check

About Waddell & Reed

Waddell & Reed has been serving the financial needs of families, individuals and businesses for more than 80 years.

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.

Our Process

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.

Our History

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.

Our Values

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.

Want to discuss your financial goals and strategies to pursue them? Need to schedule an appointment? Contact me today.

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