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About Waddell & Reed

In 1937, Cameron Reed joined Chauncey Waddell to form one of the country's original financial planning and investment complexes.

The two men, both World War I veterans, shared an interest in finance and a belief that everyone, regardless of status or net worth, should be able to build a financial plan and take steps toward achieving long-term goals. That partnership, and the ideas they pioneered, has inspired one of the most enduring financial planning organizations in the country. 

Our present

Today, financial advisors are affiliated with Waddell & Reed across the U.S. and work with individuals, families and businesses to offer a range of financial planning, retirement, education funding, investment planning and insurance products to help them meet their diverse needs. 

Our parent company

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.

Learn more about Waddell & Reed Financial, Inc.

Learn more about the financial advisor experience at Waddell & Reed. Contact us today.

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