Waddell & Reed, founded in 1937, is one of the oldest mutual fund complexes in the United States. It introduced the Waddell & Reed Advisors Group of Mutual Funds in 1940. The company distributes investment products through the Waddell & Reed Advisors channel and wholesale channels. Through its subsidiaries, Waddell & Reed Financial provides investment management and financial planning. Waddell & Reed Investment Management Company serves as investment advisor to the Waddell & Reed Advisors Group of Mutual Funds, W&R Target Funds and Waddell & Reed InvestEd Portfolios. Its Ivy Investment Management Company serves as investment advisor to Ivy Funds and the Ivy Funds portfolios. Waddell & Reed serves as principal underwriter and distributor to the Waddell & Reed Advisors Group of Mutual Funds, W&R Target Funds and Waddell & Reed InvestEd Portfolios. Ivy Funds Distributor serves as principal underwriter and distributor to Ivy Funds and the Ivy Funds portfolios.
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More Business Info

BBB Rating
A+
BBB Rating and Accreditation information may be delayed up to a week.
Hours
Regular Hours
Mon - Fri:
Extra Phones

Fax: 913-236-2017

Neighborhood
United Investors Park
AKA

Waddell & Reed Financial, Inc

Categories
Investment Securities, Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management, Mutual Funds, Retirement Planning Services
Other Information

Certifications: Certified Public Accountants

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