Get updates on the latest company news and information.
From recent press releases to national and regional news coverage, find out what's happening at Waddell & Reed.
- Four Financial Advisors With Assets Over $227M Affiliate With Waddell & Reed - 10/4/2016
Waddell & Reed announces that Jake Dawson, Kenneth Gass, Michael McKinnis and Gary Pawliczek have affiliated with the firm.
- Waddell & Reed Welcomes New Financial Advisors - 8/4/2016
Waddell & Reed announces that eight experienced financial advisors have affiliated with the firm February – July with assets totaling more than $314.8 million.
- Three Financial Advisors With Assets Over $290M Affiliate With Waddell & Reed - 8/2/2016
Waddell & Reed announces that Lance Dahmer, William Gustafson and Rosco Halsey have affiliated with the firm bringing more than $290 million in assets (pre transition) under management.
- Waddell & Reed Taps eMoney Advisor to Complete Integrated Technology Strategy - 7/7/2016
Waddell & Reed and eMoney have partnered to provide Waddell & Reed financial advisors with comprehensive digital wealth-planning capabilities through eMoney’s emX Pro solution
- Waddell & Reed, Inc. adds industry veteran Mark Schlafly to help lead strategy, growth of broker/dealer - 5/3/2016
Mark J. Schlafly has joined Waddell & Reed, Inc. as Executive Vice President, with primary responsibility for financial advisor acquisition strategy, leadership development, sales growth and sales support.
Media inquiries and contact information
If you are a member of the media with questions about Waddell & Reed, please contact our Communications Department.
Phone: (913) 236-1993
If you have a question about your account or one of our mutual funds, please contact Client Services at 1-888-923-3355 (WADDELL) Monday through Friday from 7:30 a.m. to 7:00 p.m. CST.
For all other inquiries, please call 913-236-2000.
Our national network of more than 1,800 financial advisors provides comprehensive, personal financial planning services to clients across the United States. As more middle-income and mass affluent individuals and families realize the importance of planning for their financial futures, the demand for professional financial advice has grown markedly. Our advisors specialize in developing personal financial plans and investment strategies for retirement, education, insurance and estate planning needs.
Founded in 1937, we’re today a subsidiary of Waddell & Reed Financial, Inc. (NYSE: WDR), which became a publicly traded company in 1998.
Through its subsidiaries, Waddell & Reed Financial, Inc. provides investment management and financial planning services to clients throughout the United States and globally. Waddell & Reed Investment Management Company serves as investment advisor to the Waddell & Reed Advisors Group of Mutual Funds, Ivy Funds Variable Insurance Portfolios, Inc. and Ivy Funds InvestEd Portfolios. Ivy Investment Management Company serves as investment advisor to Ivy Funds.
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