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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.
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.
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.