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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.
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.
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.
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)
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.
As an experienced financial advisor who values independence, you’ll find Waddell & Reed to be a refreshing alternative to big-box broker/dealers.
Just as no two people are exactly the same, investment products and services are built specifically to meet different and specialized needs.
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.
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.
With so many investment products available today, a dedicated professional can be invaluable, helping to design a financial plan that targets your goals.
While your financial objectives may be similar to those of others, the approach should be decidedly personal. We want to understand your unique needs.
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.
Waddell & Reed has consistently been a strong supporter of cultural and charitable causes in the communities it serves around the country.
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.
Waddell & Reed is committed to its business continuity program, which is designed to minimize the effects of any significant business interruption and associated impacts and enable critical operations to resume quickly in the event such an interruption occurs.
Through its subsidiaries, Waddell & Reed Financial, Inc. (NYSE: WDR) provides investment management and financial planning services to clients throughout the United States.
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Access or download important client documentation including client agreements, product disclosures and fees.
Efficient and effective practice operations depend on solid programs, services and products that advance you to your end goal.
As a financial advisor, you wear multiple hats. On any given day, you’re working with clients to plan their financial futures and managing the non-revenue-producing aspects of your business, such as office logistics and staff.
Switching firms is a milestone in your career. As you explore broker/dealers, settle for nothing less than a supportive environment that fosters enthusiasm for your practice and confidence in your clients’ satisfaction.