WADDELL & REED
Waddell & Reed is an asset management and financial planning firm providing investment and planning services to individuals and institutional investors. It distributes its investment products through the channel under the IVY INVESTMENTS® brand (encompassing broker/dealer, retirement, and registered investment advisors), their wealth management channel through its independent financial advisors associated with WADDELL & REED, INC., and its institutional channel which includes defined benefit plans, pension plans, endowments, and sub-advisory relationships. The Overland Park, Kansas-located firm was established in 1937.
WADDELL & REED
Industry:
Asset Management Consulting Finance Financial Services
Founded:
1937-01-01
Status:
Active
Contact:
913-236-2000
Email Addresses:
[email protected]
Technology used in webpage:
Domain Not Resolving Mobile Non Scaleable Content HSTS IPv6 Apache Cloudflare JS CDN JS Apple Mobile Web App Capable COVID-19 Java EE
Similar Organizations
Lexington Capital Management
Lexington Capital Management is an asset management and financial advisor firm.
Manulife Investment Management
Manulife Investment Management is the global asset management arm of Manulife Financial Corporation.
Shealy Wealth Advisory
Shealy Wealth Advisory is an asset management and financial planning firm.
Soesbe Financial
Soesbe Financial is a financial planning firm.
Tilney Group
Tilney Group is a leading investment and financial planning firm
Zendere
Zendere is an asset management and financial solutions provider company.
Current Advisors List
Current Employees Featured
Founder
Stock Details
Investments List
| Date | Company | Article | Money raised |
|---|---|---|---|
| 2013-12-13 | Luxoft | Waddell & Reed investment in Post-IPO Equity - Luxoft | 42.4 M USD |
| 2012-12-18 | Legendary Entertainment | Waddell & Reed investment in Private Equity Round - Legendary Entertainment | 443 M USD |
Newest Events participated
Participated in Techweek Kansas City
on 2015-09-14 as sponsor
More informations about "Waddell & Reed"
Waddell & Reed - Wikipedia
Waddell & Reed Financial, Inc. was an American asset management and financial planning company founded in 1937 in Kansas City, Missouri. It was a publicly traded company from 1998 to 2021, and briefly had its headquarters in Overland Park, Kansas, and was planning a move back to Downtown Kansas City before the company was sold. It operated asset management and distrib…See details»
LPL Financial Closes Acquisition of Waddell & Reed's …
Apr 30, 2021 Over 900 Waddell & Reed advisors have committed to join LPL’s platform. Collectively, the advisors serve approximately 95% of the $71B of client assets comprising Waddell & Reed’s wealth management business, reported …See details»
Waddell & Reed Profile: Summary • OpenSecrets
Waddell & Reed organization profile. Contributions in the 2024 cycle: $8,450. Lobbying in 2024: $0. Outside Spending in the 2024 cycle: $0.See details»
Macquarie Group completes acquisition of Waddell
Apr 30, 2021 Waddell & Reed wealth management platform sold to LPL Financial Macquarie Asset Management (MAM), the asset management division of Macquarie Group (ASX: MQG; ADR: MQBKY), today announced the …See details»
About Waddell & Reed - LPL
Waddell & Reed has been serving the financial needs of families, individuals and businesses for more than 80 years. Waddell & Reed is a pioneer in the financial planning industry. Our …See details»
Waddell & Reed, Inc. -- Company History
Waddell & Reed, Inc. is one of the nation's leading financial services organizations, managing mutual fund portfolios and institutional investment funds, including the investment assets of …See details»
Waddell & Reed - Crunchbase Investor Profile
Waddell & Reed is an asset management and financial planning firm providing investment and planning services to individuals and institutional investors. It distributes its investment products through the channel under the IVY …See details»
Macquarie Acquisition of Waddell & Reed
Acquisition of Waddell & Reed Summary Attractive opportunity with significant strategic benefits due to LPL Financial relationship and additional platform scale, resulting in a positive financial …See details»
LPL FINANCIAL TO ACQUIRE WADDELL & REED S WEALTH …
Through its subsidiaries, Waddell & Reed has provided investment management and wealth management services to clients throughout the U.S. since 1937. Today, investment products …See details»
What’s Behind LPL’s Decision to Buy Waddell & Reed?
Dec 7, 2020 Waddell & Reed doesn’t bring scale to LPL but rather a financial planning-focused group of advisors best poised to take advantage of what the larger firm can offer, says …See details»
Waddell & Reed's New Exec Aims to Reshape Firm's Tech
Aug 25, 2020 Waddell & Reed isn't synonymous with technology, but Eric Meltzer plans to change that.See details»
Waddell & Reed Financial, Inc (acquired by LPL Financial)
Dec 6, 2024 Waddell & Reed Financial, Inc (acquired by LPL Financial) — Consulting Organization from USA with 1001-5000 employees, it`s involved in Finance & Accounting, …See details»
2019 WR Inc Audit Report - Draft 5 - 02 - SEC.gov
(a) Organization Waddell & Reed, Inc. (“W&R Inc.”), a broker-dealer and investment adviser, and subsidiaries (the Company, we, our, and us) derive revenues primarily from wealth …See details»
Waddell & Reed - Contacts, Employees, Board Members
Waddell & Reed is an asset management and financial planning firm.See details»
Did Ivy investments change their name? (2025) - Investguiding
Jan 28, 2025 Did Delaware buy Ivy Funds? Waddell & Reed's asset management business, which includes Ivy Investments and had $68bn in assets at the end of September, will merge …See details»
Waddell & Reed, Inc. - Encyclopedia.com
Waddell & Reed, Inc. is one of the nation ’ s leading financial services organizations, managing mutual fund portfolios and institutional investment funds, including the investment assets of …See details»
Waddell & Reed Financial Woodbridge VA, 22191 – Manta.com
Get information, directions, products, services, phone numbers, and reviews on Waddell & Reed Financial in Woodbridge, undefined Discover more Investment Advice companies in …See details»
Waddell Reed in Woodbridge, CA with Reviews
Find 5 listings related to Waddell Reed in Woodbridge on YP.com. See reviews, photos, directions, phone numbers and more for Waddell Reed locations in Woodbridge, CA.See details»
Reed Stadler - Manager, Systems and Strategies - LinkedIn
Manager, Systems and Strategies · Reed is an Associate Attorney in the Prince William office of Walsh, Colucci, Lubeley & Walsh, P.C. His practice focuses on Real Estate Transactions. …See details»
Virginia Victim Assistance Directory
Virginia Victim Assistance Directory Virginia Department of Criminal Justice Services 1100 Bank Street, 12th Floor Richmond, Virginia 23219 (804) 371-6507 Fax: (804) 786-3414See details»