WADDELL & REED

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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.
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WADDELL & REED

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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:
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Current Advisors List

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Philip Sanders Board Member @ Waddell & Reed
Board_member

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Kathie Andrade Board Director, Retired Executive, Advisor @ Waddell & Reed
Board_member
2019-03-01

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Sharilyn Gasaway Director @ Waddell & Reed
Board_member

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Allie Kline Director @ Waddell & Reed
Board_member

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Thomas Godlasky Chairman of the Board @ Waddell & Reed
Board_member
2018-04-01

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Jerry Walton Director @ Waddell & Reed
Board_member
2000-04-01

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James Jessee Director @ Waddell & Reed
Board_member

Current Employees Featured

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Eric Meltzer
Eric Meltzer Senior Vice President & Chief Technology Officer @ Waddell & Reed
Senior Vice President & Chief Technology Officer

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Brent Bloss
Brent Bloss President @ Waddell & Reed
President

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Philip Sanders
Philip Sanders Chief Executive Officer @ Waddell & Reed
Chief Executive Officer

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Shawn Mihal
Shawn Mihal Senior Vice President, Wealth Management @ Waddell & Reed
Senior Vice President, Wealth Management

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Roger Hoadley
Roger Hoadley VP, Director of Communications @ Waddell & Reed
VP, Director of Communications

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Mike Daley
Mike Daley SVP, Chief Accounting Officer @ Waddell & Reed
SVP, Chief Accounting Officer

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Benjamin Benjamin Clouse
Benjamin Benjamin Clouse Senior Vice President and Chief Financial Officer @ Waddell & Reed
Senior Vice President and Chief Financial Officer

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Christopher Rackers
Christopher Rackers Senior Vice President and Chief People and Brand Officer @ Waddell & Reed
Senior Vice President and Chief People and Brand Officer

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Dennis Logue
Dennis Logue Director @ Waddell & Reed
Director

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Mark Buyle
Mark Buyle Senior Vice President, General Counsel, Chief Legal Officer and Secretary @ Waddell & Reed
Senior Vice President, General Counsel, Chief Legal Officer and Secretary

Founder


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Cameron Reed

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Chauncey Waddell

Stock Details


Company's stock symbol is NYSE:WDR

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

techweek-kansas-city_event_image Participated in Techweek Kansas City on 2015-09-14 as sponsor

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